Our Qualifications

I have been working with individuals and businesses in the area since 1974 and have extensive personal and professional experience.

I hold various professional designations and am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all my clients and believe in helping you assess your financial goals.

One of the benefits of working with me is I strive to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.