Key is a financial advisor you can trust

• What makes me different is just that, honesty, plus my commitment to personalized service and a broad product line. I am not a captured agent.

•  My approach to total financial and tax planning considers more complete solutions. I can show you options and suggest answers to your specific needs suitable for implementation today into tomorrow...whatever your risk tolerance.
  

• Without planning you may pay more tax then you need to. Why waste money?

I spent the last 30 years of my former career working with individuals, entrepreneurs and businesses large and small, helping them resolve financial quandaries. These experiences, plus extensive professional financial training and continuing education, gives me a broad, varied expertise to draw upon for your benefit.
I'm qualified to work with you in tax planning/preparation, retirement and deferred income planning, investment management and more. My approach is straight forward, I want to earn the right to be your financial advisor.