My firm specializes in helping individuals develop sound financial strategies. I offer personalized, hands-on service. I educate my clients about financial concepts & products and take the mystery out of investing, insurance, estate planning, and preserving wealth.

I understand the many challenges of today and know the biggest concern for many is outliving their money. I focus on Investments, Financial Planning and Life Insurance & Annuities as three pillars and have access to a vast array of products and services to help plan for the future.


Advisory Accounts

Brokerage Accounts

Stocks & Bonds


Traditional & Roth IRAs

SEP & Simple IRAs

Government Securities

Financial Planning

Estate Plans

Retirement Plans

401(k) & 403(b) Plans

College Plans

Money Purchasing Plans

Profit Sharing Plans

Defined Benefit Plans

Life Insurance & Annuities

Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

Fixed & Variable Annuities

Immediate Annuities

For more information about my firm and the services I offer, send a quick email or call the office. I welcome the opportunity to speak with you.   | (225) 300-9309