I have been an Independent Registered Investment Advisor and Certified Financial Planner for over 17 years. I provide Financial Planning advice as well as Investment Management Program Services. As a valued client, I place your needs first. As your Investment Program proceeds, you will know that you will be guided by a trained, capable cool-headed professional. My goal is to educate and empower clients to help them achieve their goals and financial independence with tried and true common sense approaches to investing. My blueprint for achieving financial success is available on request. I am also available as a Personal Financial and Business Coach. No fluff.  No sales pitches.  Just quality investment advice and outstanding customer service.

In addition to my many years of experience as an Independent Certified Financial Planner and Investment Advisor, I have a wide array of professional experience working with both government and private small business on management and financial issues. As a Personal Financial Counselor I recommend common sense approaches to help clients manage their income/expenses as well as planning for their FUTURE Financial Independence.