Working With You to Pursue Your Financial Goals
I am an experienced financial advisor who has provided portfolio guidance and brokerage services to individuals for over 21 years. I work with my clients to understand their individual investment, insurance, and financial planning needs. I take the time to educate my clients on the choices they need to make, the alternatives available to them, and the individualized portfolios that are best suited to their risk tolerance and goals.
As an independent and experienced professional, I offer mutual funds and insurance products to individuals from a wide range of companies. Since I do not represent any one company exclusively, my research and recommendations are not limited to a short list of company- approved fund choices or a "one-size-fits-all" model portfolio.
I have clients with whom I have worked with for more than a decade. My clients value the relationship that we establish and my attentiveness to their needs. They have remained with me as I moved from positions in a large firm to my own independent practice, where I have more choices and greater flexibility to offer them as I work with their accounts.
If you are looking for someone to work with you to develop a plan for your financial goals, I will provide you with a complementary analysis of your current portfolio.
Thank you,
Newsletters
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Credit Card Debt
How Long Will It Take to Pay my Balance?