Caring
We can help you create an approach that is designed to address your unique situation.
Learn MoreIndependent
We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.
Learn MorePractical
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Learn MoreUnderstanding Today's Financial Environment
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Helpful Content
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.