About My Practice
We specialize in retirement and estate planning with an emphasis on protecting clients dollars from inflation, taxes, investment risks and unforseen medical and nursing home costs.
Experience
1995 to Present: PEAK Financial Services, Inc. - Founder & President
1988 - 1995: American Express Financial Advisors - Certified Financial Planner
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 31, 63
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Advisor in Philanthropy
Broker-Dealer Affiliation
Commonwealth Financial Network
Considerations: We are a Comprehensive Wealth Management Firm working on predominently a fee-basis
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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