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, 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 pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current, and more improtantly, future needs. 

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

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