Why Use This Tool?

As a full service financial planner, I examine the client's entire financial picture. This includes retirement, college and estate planning; as well as life, health, disability, and long term care insurance. I am driven to building lasting long-term relationships with my clients. I pride myself on providing his clients with quality service and the highest integrity to gain my client’s confidence. My goal is to help individuals and business owners sort through the myriad of financial options, products, and services, and offer advice appropriate to each individual’s specific situation. As an independent financial planner, I can offer my clients the best sources, products, and carriers available in the marketplace today.

My passion is helping clients achieve the great goals of life: the education of one’s children and grandchildren, a dignified and independent retirement, and the ability to leave a financial legacy for loved ones

In the past, some responsibilities include acting as a liaison between branches and mutual fund companies, a Product Manager for UBS with over 30 mutual fund companies and approximately $1 billion in investments. Conducting financial research for clients consisting of an assortment of appropriate investment vehicles based on portfolio objectives, retirement planning and college savings plan scenarios are among my expertise as well. My technical and operational background has given me a strong foundation for my role as a Financial Advisor to my clients.