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Meet The Team

What Do You Want Your Money To Do For You? 

My reason for becoming a financial professional 38 years ago was that I was always amazed at the magic of saving and compunding earnings over time.  I want to help my clients prepare for their future by defining their goals and then act as their guide for pursuing them.  People work hard for their money and their money should work as hard as they do. 

At our firm, we have the client—and only the client—in mind.

I reallyl enjoy seeing people enjoy the benefits of planning their financial future. 

Whether it's:

  • Helping to pay for their children or grandchildren's education.
  • Being able to afford a camper, vacation home, or travel. 
  • Just being able to do whatever they enjoy in retirement.

It's fun to save money and it's fun to see it used to make our lives better!!

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my one on one service focuses your needs, wants, and long-term goals.

I can help you address your needs of today and for many years to come. I look forward to working with you.