Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. Whether your 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.

1. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
2. 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

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

Education

Florida Atlantic University, Certified Financial Planner Program (2010 - 2012)
Franklin College Switzerland, BA, International Business Management (1990 - 1993)

Affiliations & Memberships

SCORE, US Green Building Council

Community Involvement

SCORE, US Green Building Council