About My Practice
We specialize in personalized financial planning and investment portfolio management. We assist clients in developing a strategy for formulating and reaching their investment goals. We work with clients in all income brackets, both retirees and pre-retirees. We offer strong analytical and client service skills as measured by portfolio performance and client retention. Our personal service includes individual portfolio design and implementation through no-load mutual funds. Our compensation is fee-only.
Our experience includes over thirty years in the financial services industry; the last fifteen in financial planning. We have cultivated long-term client relationships over that time.
Registrations, Licenses, Certifications & Affiliations
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Employee Benefits Specialist, NAPFA Registered Adv
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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