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I believe in a comprehensive approach to the financial management process. I begin with an in-depth evaluation of your current financial situation. Once I've established your overall objectives, I’ll focus on your specific goals.

How I Work

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 provide. 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

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

    Retirement Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Planning

    Estate Planning


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Legacy Planning

    For more information about the services I offer, send me a quick email or call my direct line. I welcome the opportunity to speak with you. |  (210) 332-4705