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.

Stock Diversification: Large, Mid, and Small

The differences among large-cap, mid-cap, and small-cap stocks, and the average annual returns over 10-, 20-, and 30-year periods.

Universal Life for Flexibility

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

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

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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