Financial Services Executive
Financial Adviser

Welcome to our website! I am a licensed and registered financial advisor for over 24 years.  I am skilled in delivering cutting-edge financial strategies, effective product implementation and superior tactics designed to help you achieve your financial goals. 

Learn more about me on my LinkedIn Profile.


When you rely on our professional guidance, you are seamlessly supported by a network of professionals both in our firm and in our Home Office.  We remain an industry leader because we manage our business for the long term, with a diverse portfolio of high quality investments across many industries, and because we put our customers' needs first.