My Qualifications

I have been an independent Financial Advisor for over 20 years. I have extensive experience offering a wide variety of products and services to investors large and small.

I attend numerous classes, meetings and seminars in areas of financial management on an ongoing basis. Keeping current and knowledgeable is both a goal and a responsibility I have as your trusted advisor.

I carry licenses in numerous states to offer a large variety of of investment and insurance products. I have access to professionals to assist with areas such as complex tax management strategies and estate planning.

My previous experience in various financial management and operational areas with a major blue chip corporation has served as a base of knowledge and stepping stone into personal and business financial services. My desire to help others, my financial background, and enjoyment of investing led me to this field. It is an area in which I am uniquely qualified and can offer a wealth of knowledge and expertise to assist you in reaching your goals.

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

I have the ability to provide clear, easily understood explanations of financial products and services. The personalized program, high level of service, and attention to detail that I provide is a roadmap to a more confident financial future.