Broker Check


My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the 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 retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

529 Plans

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity


Mutual Funds

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Retirement Income Analysis

    Non IRA Accounts


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    For more information about my firm and the services I offer, send me a quick email or call the office. I welcome the opportunity to speak with you.  |  405-248-6505