Trusted Advisors for Generations

Welcome to my website.  For over 20 years, I’ve dedicated my career to guiding investors through some of life’s most challenging financial situations.  Through consultation, education and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients accumulate, grow, preserve and enjoy their wealth.

In order to replicate that success in today’s ever-changing marketplace, communication is critical to keeping you up-to-date on how current market events, potential new legislation and changes to your policies and accounts could impact your financial plan. This website will serve to facilitate our communication process, address your investment questions and enable you to access your account online—all from the comfort of your home or office. Of course, I welcome your questions and comments either by phone or email, so please don’t hesitate to contact me.

Universal Life for Flexibility

With a universal life insurance policy you can change the frequency and amount of premium payments or death benefit.

Changing Jobs? Careful with Your 401(k)

Are you thinking about cashing out of a 401(k) plan? Do you know your options and the potential consequences?

Reclassifying Real Estate

How REITs differ from other types of stocks and why the sector change might affect the portfolios of some investors.

How Much Cash Should You Keep?

Common cash vehicles that might be used for emergency savings and investment accounts, including CDs.

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