Our Qualifications

I have been working with individuals for over 30 years since 1990.  The first 13 years was with a large insurance company as a captive agent. 

Soon after that company was acquired by a larger company it became clear that my clients and and mine interests did not align well with the aquiring company. 

Consequently, I left the first company with its infrastructure of sales managers and proprietary products.  I became an independent agent in October of 2002.  That was like giving the keys to a 16 year old kid for the first time.  There was no going back. 

My job now is all about the client and providing the right financial solution that is in the best interest of the client.  I don't have a sales manager and I don't have a sales quota.  I am able to use my extensive personal and professional experience in financial planning and investing to help help clients pursue their goals without a large corporate entity asking me, "What did you do for it lately?".

I serve individuals in all phases of the financial life cycle from the opening of their first retirement account to assisting with Required Minimum Distributions (RMDs) at age 72 and beyond. 

I look forward to speaking with you in the near future.