Broker Check


A Client-Centered Approach

It’s all about meeting your goals:

  • Save for retirement
  • Create income for your retirement years
  • Save for college expenses for your children and grandchildren
  • Minimize taxes through tax-advantaged investing 1
  • Maintain your independence with long-term care insurance
  • Create a legacy for your family
  • Preserve your wealth Fulfill your charitable wishes

Additional Services:

  • Professional Investment Management
  • Business Retirement Plans

1Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Advisor Networks nor any of its representatives may give legal or tax advice.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. |  515-832-2520