Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.Learn More
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.Learn More
How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.Learn More
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Rightsizing for Retirement
What does your home really cost?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Marriage changes everything, including your insurance needs.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How literate are you when it comes to your finances? Brush up with these five basics.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Apps that help small business owners better manage and grow their business.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are a few things to consider when buying or leasing your next vehicle.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”