Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.


I have been working with individuals and businesses in the area for several years. I have extensive personal and professional experience. I hold various professional designations, and I am registered to sell a variety of investment products and licensed to sell a variety of insurance products.

I'm dedicated to developing lasting relationships with all of my clients. I will help you assess your financial goals and teach you how to participate in the management of your finances. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to using my kowledge and experience to help you pursue your financial goals.

Mission Statement

I'm committed to maintaining the highest standards of integrity and professionalism in our relationship with you. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.