I am a Financial Advisor with over 15 years experience.

My clients come from all walks of life, but I specialize in working with professionals and  who are serious about investing and planning, allowing them to be able to retire without reducing their lifestyle. 

I firmly believe that the best way to preserve and grow capital is through a disciplined investment process that includes thorough research and constant oversight.  I use a disciplined investment process that relies on quality investments and insurance products, emphasizing risk management and diversification through asset allocation*.  This approach allows me to accommodate a wide range of client objectives and lets me develop a custom tailored program to pursue any client’s specific needs. 

I strive to provide my clients with independent advice and extraordinary service, recognizing these to be the most differentiating factors in the financial services industry.

Specialties: College Planning, Life Insurance Planning, Retirement Planning, Institutional 401(k)

*Asset allocation does not ensure a profit or protect against a loss.