How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer  tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business Retirement Plans

Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – I can help. 


The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

Advisory Programs

Gain a professional perspective – and clear direction – for your financial journey with a selection of six advisory programs, including Strategic Asset Management, Model Wealth Portfolios, Optimum Market Portfolios, Manager Select, Guided Wealth Portfolios, and Personal Wealth Portfolios. We will help you determine the right approach for your individual goals and preferences.  


Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Education Planning

Learn about the education investing options available to you, and start investing for your child’s future today. 

Gifting Strategies

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (303) 626-2443