Mission Statement

My goal is to continue to offer a high level of service, knowledge and experience using diversified strategies and innovative thinking.

I implement these strategies through the use of a wide variety of investment and insurance products and solutions.

Working as an independent representative for 25 years, I am able to offer a large universe of companies and their products without bias or pressure. 

I  continue to work with individuals, families and small businesses in both the retirement planning and personal wealth management arenas.  My focus depends on your goals, risk tolerance and time horizon.  Your focus may include accumulation and savings, wealth transfer, income, estate, retirement and/or distribution planning.  

I never lose sight of the fact that every person and every situation is different and I will continue to work to provide the personalized care to pursue your specific goals.

Your referrals are always appreciated and I encourage you to direct those who might benefit from my services to this website.

"Confidence and predictability come at a cost, risk and volatility are totally free"





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