My goal as a financial advisor is to provide individuals, families, and business owners with assistance in building financial freedom.  I have the skills, knowledge and experience required to help meet each client's established goals. My personal goal is to become a lifetime resource for each and every client. 

Areas of focus:  

Cash flow management and debt reduction
Asset protection
Investment allocation
Pension options and distribution
Employee stock options
Tax-efficient strategies
Retirement funding alternatives
Business succession planning
Wealth transfer and estate planning