As a Certified Financial Planner™ professional and Chartered Life Underwriter, I assist clients make smart decisions about their money.   I strive to understand your needs and objectives in order to provide you quality, personalized service.

My commitment is to your long term financial success and is built on a foundation of trust, ethics, and service.  I focus on your goals so you can focus on creating a quality of life that reflects your values.

Since 1994, I have acted as a trusted advisor in many aspects of my clients’ financial successes.   I offer a broad range of services including:

  • Retirement planning

  • Estate planning

  • Employer-sponsored retirement plans [including 401(k) and SIMPLE IRA]

  • College planning

  • Insurance planning [Life Insurance, Long Term Care, and Disability Income]