Mission
To be the first advisor contacted for any individual or business client need. My goal is to achieve a reputation for delivering advisory services of the highest quality, integrity and suitability. I approach things with a personal touch, so clients view the experience as collaborative, rather than adversarial.

My business focuses on the following areas: financial advisory, estate planning, tax and asset allocation strategies, investment management, college funding, small to mid-size business advice, life, accident, health, and disability income insurance, long term care, annuities and retirement planning (401k/403b, pensions, IRAs, deferred compensation, etc.).