About Us

I help my clients achieve the initials RET after their last name. (That stands for RETIRED!) Since 1984, I have been helping clients grow and protect their wealth. As a Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF), I focus on helping clients plan their retirement by providing comprehensive financial planning and investment management services. My mission is to reduce stress and provide valuable guidance by assisting my clients identify and achieve their financial goals. The financial planning and investment advisory business is just as much about relationships as it is about dollars and cents. I build relationships with clients based on shared values, treating clients like family and friends. I take the time to explain everything so they feel comfortable, confident, and in control of their money. My Areas of Focus include: • Financial Planning • Retirement Planning • College Funding Planning • Investment Management Investment Advisory Services offered through OSAIC ADVISORY SERVICES, LLC. Securities offered through OSAIC WEALTH, INC. Member FINRA/SIPC. OSAIC ADVISORY and OSAIC WEALTH are separately owned and other entities and/or marketing names, products or services referenced here are independent of OSAIC ADVISORY and OSAIC WEALTH.

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