Broker Check

At our firm, we have the client—and only the client—in mind.  Our mission is to get to know and understand your needs, wants, and long-term goals. 

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.  We understand the challenges families face today.  From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. 

Our commitment is to utilize all of our resources to help you pursue your goals.  We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Click on the image below to view the "Life In a Box" video

Our first priority is helping you take care of yourself and your family. 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.

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.