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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

See What Else We Offer

When Do You Need A Will?

When do you need a will? The answer is easy: right now.                                                                                                                            

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Should You Tap Retirement Savings To Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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Rightsizing For Retirement

What does your home really cost?


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Monthly Market Commentary

The Monthly Market Update will inform you of the current market conditions and give you an idea of what to expect in the future.

Download Market Commentary

Upcoming Events

Event 1

Tax School Open House\Seminar


Event 2 

Tax School Open House\Seminar


Event 3 

Your Prosperity Picture: Financial Planning Workshop For Women


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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.