What financial services do you specialize in?

I specialize in wealth management and risk management for individuals and small businesses. This includes all investments, life, long term care, and disability insurance.

How long have you been in business?

I have been in business for 27 years.

What core values set you apart from others in your industry?

Simply put, I truly care and have a way of eliminating your biggest fears. Whatever you wish to accomplish, I am your biggest advocate guiding you in this important journey in life. It’s not just about the money, it’s about YOU!

Do you have a required minimum investment?

I do not have a required minimum as I am a firm believer in taking advantage of time and starting early.

What do you enjoy most about your job?

I enjoy building long term relationships. Providing education is the foundation of my practice. I feel when we are educated, we gain confidence to make those tough financial decisions.

Who is your ideal client?

My ideal client is anyone willing to be proactive and take action to protect and grow what’s most important to them-their family, their business, their lifestyle, and legacy.

What expenses should I plan for?

All products and services have expenses and vary. Expenses are generally the same wherever you invest. Just make sure they are discussed, and you understand how your advisor is compensated.