Broker Check

Where do you want to go? We will get there, together. 

My first priority is helping you take care of yourself and your family. I'll want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.   The Positivly Financial Personality Assessment is a proprietary tool that connects scientific research on positive psychology with the principles of modern wealth management. It is a great first step in gaining insights on your financial personality and how to make your money work harder on topics that really matter to you.

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Your Process

Your Process

I create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared me to guide you through life's transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. I believe values matter, and I live by these every day.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Welcome to the family!</strong>

Welcome to the family!

I have over 30 years of experience in financial services. I can help you address your needs of today and for many years to come.  I look forward to working with you and/or your family.

<strong>Your goals are my goals.</strong>

Your goals are my goals.

I take the time to work together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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