My goal is to help my clients create customized financial plans based on their specific needs and goals. I have that in common with virtually every other competent financial advisor. What makes me different is my approach, my experience and the resources we bring to the table. If you choose to work with me, you’ll find that I not only listen to you, but I also challenge you to be clear in your objectives and realistic in your assumptions. I not only advise you, I provide the information and context you need to make confident and informed decisions about every aspect of your financial life. I will make certain that you understand the potential risks, rewards and costs of every investment decision you make.
Experience has taught me that wealth management plans work best when they reflect your personality and your values as well as your goals. Creating those plans requires the kind of insight you can only gather through meaningful conversations. I look forward to learning more about you and your family, and discussing our approach to helping you achieve your life goals.
Services Include
- Wealth Management
- 401(k) Rollovers
- Annuities
- Asset Management
- Business Succession Planning
- Cash Management and Lending ProductsFootnote4
- Divorce Financial Analysis
- Estate Planning Strategies
- Exchange Traded Funds
- Fixed Income
- Philanthropic Management
- Professional Portfolio Management
- Retirement Planning
- Trust Accounts
Securities Agent: WV, SC, NM, CT, OH, IL, FL, DE, CO, WI, WA, VT, UT, TX, NJ, NE, ME, LA, SD, MN, AL, OR, MT, MI, ND, KS, IN, HI, AR, VI, PA, NH, MD, ID, WY, VA, KY, DC, CA, AZ, TN, RI, NY, NV, NC, MS, MO, GA, OK, MA, IA, AK; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285193