Broker Check


Financial Planning: We take the 7 steps of financial planning process very seriously. These will not be the same for everyone, but we use the structure to build a solid foundation from which our relationship can grow. After we take inventory of your situation, we determine where you are, and where you want to go.

Investment Management: We take an outcome driven approach more so than the typical performance driven models. Your investments will be chosen with your goals and specific input in mind. We will not take unnecessary risk, and do not believe in a one size fits all mode. Instead, we focus on guidance and education, so that our clients understand their investments and believe in them as we do.

Tax/Estate Planning: We work hand in hand with your professional and legal advisors to facilitate your desires. By quarterbacking these relationships, we are able to complete a comprehensive plan for you and your family, now, and for many years to come.

Corporate Structure and Benefit Planning: We feel that business owners should focus on that, owning and running their business. It is our job to take the stress out of the dollars and cents in your business, and provide sources of capital and savings in order to free you to accomplish what your business set out to do.


Mutual Funds

Exchange Traded Funds

Public Real Estate

Common Stock

Brokerage Accounts

Money Market Funds

Government Securities

Index Annuity

Variable Annuity

Financial Planning

Retirement Plans: 401k, 403B, 457, SEP, SIMPLE, IRA

Roth IRA

Tax Plans: Donor Advised Funds & Pooled Income Funds

College Plans: 529 and Custodial Accounts

Estate Plans

Trust Account Services

Employee benefit Packages: Stock Options, ESPP, Restricted Stock


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.  |  201-674-3632