Products & Services

How I Work

I specialize in helping individuals and families develop sound financial strategies. No matter what stage of life you are in, please take some time to explore my website and the wealth of information I offer. I offer personalized, hands-on service.  I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of balancing today and tomorrow.  I not only focus on money management, but the many other issues that are critical to your financial well being.


Managed Accounts

Brokerage Accounts

Mutual Funds

Variable Annuities



Exchange Traded Funds (ETFs)

Traditional IRAs

Roth IRAs


Simple IRAs

Coverdell ESAs

529 Plans

Financial Planning

Cash Flow Analyisis

Debt Management

Insurance Planning

Investment Planning

Tax Planning

Estate Planning


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about the firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.   |  (734) 954-4413