During our first meeting we evaluate what your financial interests are.

You may have questions for me about specific areas, and I will also have a few for you. We will get to know each other and determine how I can help you. There are a few ways we can work together. I offer a range of services and am also available to consult on an occasional basis.

Types of Services I Currently Offer

Financial Plan

A real-time assessment of your current financial state complete with outlook, retirement resources, current and future debt and income potential. Together we will identify areas of strengths and weaknesses and determine potential financial solutions and strategies.

Brokerage Trading Account

Accounts geared toward maximizing opportunity through trades and securities designed around your specific goals.

Investment & Retirement Planning

Whether you have a 401K, Pension, Roth or Traditional IRAs or another source of retirement funds, we will organize your investments according to your interests, amount of income needed and your retirement time.

Estate Planning

If you are expecting an inheritance or planning to provide one, navigating the multiple steps can be challenging. I can help you pursue your goals. I also work with CPAs and attorneys to set up trusts and navigate wealth transfers when the time comes. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

Life Insurance

You want to provide for loved ones in the most appropriate way possible. Choosing the right product and the right amount to fit your needs is important.

Annuities and Long-term Care Insurance

A vast array of products are available that offer a safety net for your health and aging needs. I can help you choose the one that makes the most sense for your lifestyle.

Small Business Retirement Plans

Want to offer a retirement savings plan that won’t break the boss’s bank? Small business clients will appreciate this add-on service to your employee packages.

Planned Giving

My background in philanthropy helps me to know what charitable gifts are most appreciated—and some creative ways to structure them for tax and personal income needs.

Financial Plan

A real-time assessment of your current financial state complete with outlook, retirement resources, current and future debt and income potential. Together we will identify areas of strengths and weaknesses and determine potential financial solutions and strategies.

Brokerage Trading Account

Accounts geared toward maximizing opportunity through trades and securities designed around your specific goals.

Investment & Retirement Planning

Whether you have a 401K, Pension, Roth or Traditional IRAs or another source of retirement funds, we will organize your investments according to your interests, amount of income needed and your retirement time.

Estate Planning

If you are expecting an inheritance or planning to provide one, navigating the multiple steps can be challenging. I can help you pursue your goals. I also work with CPAs and attorneys to set up trusts and navigate wealth transfers when the time comes. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

Life Insurance

You want to provide for loved ones in the most appropriate way possible. Choosing the right product and the right amount to fit your needs is important.

Annuities and Long-term Care Insurance

A vast array of products are available that offer a safety net for your health and aging needs. I can help you choose the one that makes the most sense for your lifestyle.

Small Business Retirement Plans

Want to offer a retirement savings plan that won’t break the boss’s bank? Small business clients will appreciate this add-on service to your employee packages.

Planned Giving

My background in philanthropy helps me to know what charitable gifts are most appreciated—and some creative ways to structure them for tax and personal income needs.

Financial Plan

A real-time assessment of your current financial state complete with outlook, retirement resources, current and future debt and income potential. Together we will identify areas of strengths and weaknesses and determine potential financial solutions and strategies.

Brokerage Trading Account

Accounts geared toward maximizing opportunity through trades and securities designed around your specific goals.

Investment & Retirement Planning

Whether you have a 401K, Pension, Roth or Traditional IRAs or another source of retirement funds, we will organize your investments according to your interests, amount of income needed and your retirement time.

Estate Planning

If you are expecting an inheritance or planning to provide one, navigating the multiple steps can be challenging. I can help you pursue your goals. I also work with CPAs and attorneys to set up trusts and navigate wealth transfers when the time comes. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

Life Insurance

You want to provide for loved ones in the most appropriate way possible. Choosing the right product and the right amount to fit your needs is important.

Annuities and Long-term Care Insurance

A vast array of products are available that offer a safety net for your health and aging needs. I can help you choose the one that makes the most sense for your lifestyle.

Small Business Retirement Plans

Want to offer a retirement savings plan that won’t break the boss’s bank? Small business clients will appreciate this add-on service to your employee packages.

Planned Giving

My background in philanthropy helps me to know what charitable gifts are most appreciated—and some creative ways to structure them for tax and personal income needs.