Products and services. Aligned with your priorities.
My planning process focuses on living life: enjoying life now, preparing for unplanned events, thriving through the retirement years and making the most of what you have been given. This is accomplished through my education, business and life experiences, understanding, compassion and no guilt process to help others to live life to its fullest and to be generous.
With 30+ years of experience in financial and operational management, I value the life-long relationships that I get to build with my customers. I’m extremely passionate about working with individuals, families and business owners to answer questions that they may be asking themselves about their financial well-being:
• Protecting their families
• Accumulating wealth
• Wisely preparing for retirement and income distribution
• Preserving their business
• Defining their legacy
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
