I have been working with individuals and businesses in the area for 18 years.
I started my financial planning practice in 1991 and attained my Certified Financial Planner designation in 1998.
I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a road map to working toward a more secure financial future.
I look forward to using my extensive knowledge to help you pursue your financial goals! Contact me today!