About Us

My singular goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. That's why I spend significant time to understand what you’re working toward before you invest your money. Once I understand your priorities, I work closely with you, your CPA, estate attorney and other professionals, to determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.