General Info

I enjoyed a successful 30 plus year business career. I am now building on this vast experience into my 3rd year in financial services. My unique background in small businesses, corporate America, and start-ups allows me to effectively & efficiently interact with my clients, easily identifying their important needs. My areas of expertise include financial planning, investments, retirement planning, trusts, tax strategies, annuities, and many types of insurance. I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.