Whether you goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long term care insurance protection, I promise a new level of attention, insight and capability.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: 

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.