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 are simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. 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.

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses and institutions.

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

I have been in the financial services business since 1994.