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.
- 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