With over 25 years of experience in investment, retirement and insurance planning, I value life-long relationships that I build with my clients. I work with my clients to educate and create a customized financial strategy to achieve their goals and objectives. My goal is to make sure my clients understand the "why" behind the decisions they are making. Whether you are a savvy investor or just looking for more guidance, this education is designed for you! I am married and have 3 children. In my spare time I have enjoyed coaching my daughter's softball teams, spectator sports, golfing and travel.