Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

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