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.

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

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