Meet Our Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President | Financial Advisor
Client Account Assistant
Retirement Plan Assistant
Client Relations Manager
Our broker/dealer is Commonwealth Financial Network. Why should this matter to you? Because in this business, a broker/dealer equips the advisors with all of the tools and resources needed to run a successful practice. In other words, if we didn't choose a top-notch broker/dealer, we would be limited in our ability to serve you. Fortunately, our award-winning broker/dealer is widely recognized as the leader in the independent broker/dealer space. We are proud to partner with them.