My Approach

My goal is nothing less than the empowerment of individuals and businesses who are dedicated to the strength and well being of their families and communities.  I believe that, with few exceptions, financial freedom comes from a strategic planning process.

My primary focus as a financial professional is in financial planning. My years of training and experience in financial services along with our process of working with you to gather the appropriate information will enable us to design the right strategy that addresses your unique needs and will help us to accomplish your goals.

When it’s time to implement your strategy, we’ll work together to review the options and alternatives. Next, you can select a combination of products and services that make sense and suit your needs. But that’s not all! We will continue to strengthen our relationship through quarterly recap and annual review meetings to help keep you focused and on track.

As a registered representative of Equitable Advisors, and an agent of Equitable Network, LLC and its subsidiaries, I offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These may include:

• Estate Conservation Strategies
• Fixed and Variable Annuities
• Variable and Traditional Life Insurance
• Asset Management Investment Accounts
• Long Term Care Insurance

Now that you’ve learned a little bit about me and the work I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my web site using the “Appointment Sign-up” link. Let’s work together to help you build a more secure financial future.

Thanks for visiting.