Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial independence. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

 

 

I have worked as a Financial Consultant for over 17 years now.  Being a professional in this role at all times is most important to me.  Working as a LPL Financial Advisor means taking care of your clients the way you would like to be taken care of is always important.  As a LPL Financial Advisor my objective is to advise clients on how best to save, invest and grow your wealth. I want to help you make a plan and monitor it periodically.  In most cases, we meet with you semi-annually to review your portfolio and address any needs and changes.  Our goal is to help clients address and tackle the financial problems in their life they may not have even realized they had.