I have over 35 years of experience and I have obtained some of the highest professional accreditations available. Only the most qualified financial planners are allowed to use the CHFC designation.

I am a proud member of Advocis and follow their code of conduct.

I specialize in working with small closely held corporations, assisting them with all their Employee Benefits, Business Continuation and Estate Planning needs.

Utilizing advanced tax strategies I helped business owners implement successful retirement plans while maximizing their estate value for their heirs.

I focus on holistic financial planning, looking at retirement, protection, and income replacement needs giving clients’ peace of mind.

•Values you can believe in... My philosophy:

I am in business because of my customers and my focus will always be on serving them well.

A commitment to ongoing service, fostering trust, dealing with integrity are the watchwords that guide my practice.

I want to help my clients achieve better financial security for themselves and their families. They will gain peace of mind and confidence from knowing they are on the right track.