Products and services. Aligned with your priorities.
As a financial professional, it should go without saying that when we work together, I'll focus on your goals (not mine). But I also understand that not everyone comes to me with concrete goals already in place. Fortunately, one of the most gratifying aspects of my work is helping people identify what they wish to achieve with the gifts that they have.
Once we've defined objectives, my guidance can help you manage assets, assess investment opportunities, build up financial protection for your family and grow your nest egg. I can also help you discover ways to extend generosity to people, causes and organizations you care about. One of the great joys of my business is to help plant seeds for charitable giving within someone's financial strategy — and then to watch those seeds grow, flourish and multiply.
To provide such comprehensive service, it's important that I cultivate close relationships grounded in mutual trust. So rest assured, if we work together, we'll talk about much more than numbers. Your attitude is more meaningful to me than your assets. I want to hear about your hopes and dreams. I want to trade personal stories – and banter. The better I get to know you, the more prepared I'll be to propose financial solutions that are uniquely appropriate for your needs and circumstances.
If you're ready to learn more, please contact me. Just a phone call, email or short drive away.
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.
