With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
I am a fully licensed financial advisor with Series 7, 63, 66, and 24 licenses as well as Life & Health Insurance Licenses including Long Term Care Insurance. I have a practice focus on retirement planning for employees in Public, Private, and Charter Schools along with Non-Profit Organizations and Municipal Employees, and these groups' families and friends. I have NTSA's Certified Retirement Education Specialist (CRES) certificate.
I reconnect with individuals who have lost their advisor over the years to make sure we are still helping them meet any of their financial goals.
Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services for individuals, families, and businesses.
Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.
I spend a considerable amount of time assessing the individual goals and needs of clients and create a personalized plan to best reach these goals. That plan, using a variety of products and services, combined with regular client review meetings, will help reach both the long and short term goals.
Our team offers customized advice and retirement strategies to families and businesses.
Outside of work I enjoy being outdoors - playing soccer, volleyball, boating, camping, and off-roading. I am married to my wonderful wife, Shannon, and we have 2 daughters and 2 labrador retrievers that keep us on our toes.
