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Million Dollars Being Managed

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Years of Experience

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. 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.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Retirement Planning

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Investment Management

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Estate Planning

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Products and Services

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Tips and Resources

The latest topics in our library to Inform and Inspire.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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