My Mission Statement

My mission is to provide an overriding commitment to personalized, professional investment advice through comprehensive financial planning – emphasizing individual, one-on-one service.  My areas of specialization include Financial, Retirement and Estate Planning, Education Funding, Investment Strategies and Insurance Portfolio Management.

I am recognized by everyone I work with as being a person of high integrity who does high quality work, quickly and dependently.  I am highly valued by my clients, and I am totally committed to doing the very best job, every single time.