Our Company

Mission Statement

My goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future.  I am committed to practicing with the highest degree of:

  • Ethics – Always
    doing what is right.
  • Integrity – Always
    adhering to your needs, goals and risk tolerance.
  • Objectivity – Never
    letting emotions interfere with investment decisions.
  • Competence – Always
    seeking further education and keeping up with regulation/law changes to help guide financial decisions.
  • Confidentiality – Always
    keeping conversations and materials confidential.
  • Professionalism – Always
    practicing with the highest professional standards and acting in the client’s best interest.

Services Offered

  • Investment Planning
  • Retirement Planning
  • Insurance Planning (life/health)
  • College Planning
  • Estate Planning
  • Business Planning
  • Retirement Plan design
  • Group Health/Dental Insurance
  • Group Disability/LTC/STC
  • Group Life insurance
  • Succession planning