Products and services. Aligned with your priorities.
I view my profession as a calling – and I try to help people no matter what the situation. Before I can provide wise financial guidance, I need to get to know you – what’s important to you, where you are in life, and most importantly, where you want to be in life. After an initial “get to know you” meeting, we’ll meet again to gather all relevant information and statements. Whether you are seeking a comprehensive financial analysis, or just help with a company rollover or insurance needs, I’ll work to determine your best options. And because life -- and the economy -- are always changing, it’s important we meet annually to monitor progress, note changes and make adjustments. In all cases, I am honored to be your financial professional, and for the opportunity to help you navigate your personal money journey.
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.
