With over 19 years of experience in financial and estate planning, asset preservation and wealth management, I have a solid track record of helping my clients achieve their financial goals. I specialize in customized plans that balance risk tolerance and time horizon. You work hard for your money, and I help you to make your money work hard for you.

I am affiliated with one of the nation’s leading wealth management firms, founded in 1955. This gives me access to in-depth industry insights, an advanced technology platform and a wide range of innovative investment ideas, products and services. Combined with my deep industry knowledge, I’m able to consistently make recommendations that can deliver optimal results.

I’m known for exceptional client service and believe in a comprehensive approach to asset management. This includes portfolio management, retirement planning, wealth transfer strategies, life and long-term care insurance. I meet with my clients on a regular basis to inspect what we expect so they are confident they have selected the best plan to achieve their short- and long-term goals.

Contact my team today for a complimentary comprehensive portfolio review.