My Services

Just as no two people are exactly the same, I believe investment products and services should be built specifically to meet different and specialized needs.

I work with individuals and business owners by offering a wide range of financial products and services, while striving to improve their knowledge of the financial planning instruments and strategies. I offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, I can help.


  • Mutual Funds
  • Brokerage Services
  • 529's and Coverdell Education Savings Accounts
  • Variable Annuities

Financial Planning

  • Survivor Income Needs; Education Funding; Asset Allocation; Goal Funding; Income Tax; Long-Term Care
  • Investment Planning and Wealth Forecasting Strategies
  • Estate Planning Strategies
  • Business Planning Strategies

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios (MAP)
  • Strategic Portfolio Allocation


  • Annuities , Life Insurance, Disability and Business and Group Products
  • Individual and Business

Retirement Plans

  • IRA, Roth and IRA
  • 401(k), 457 and 403(b)/TSA Plans
  • Exclusive(k)® , Keogh, Money Purchase and Profit Sharing Plans
  • SEP, SIMPLE and SARSEP Plans
  • Defined Benefit Plans

Seminars and Workshops

  • I offer seminar and workshops on many services

Let's discuss the products and services that may be appropriate for you and begin working on a plan together to help you pursue your goals. 

Thank you!