Independent, Client Focused
The decision to open a solo practice was prompted by my desire to focus solely on the needs of my current clients and to build relationships with new clients. I work with individuals, couples, families and closely held businesses in the areas of: retirement planning, income strategies, investments and insurance planning.
My professional success can be directly attributed to my ability to educate clients, help them clarify and prioritize their financial goals, think 'outside the box', implement a plan of action and then provide consistent, timely client service.
I specialize in creating plans that are designed with your risk tolerance and goals in mind. I am not interested in working with someone once - I want to develop client relationships that last for years. All of my energy, commitment and efforts are focused on you, the client, and your satisfaction.