Welcome to my website. My entire planning process starts with you, the client. Your financial journey is important. That is why it demands one of life’s most serious choices in the Financial Advisor who will guide you. It is only after I understand your financial needs and life goals that I can offer advice to help you reach your financial destination. I take the time to listen, ask questions and uncover your needs. As the relationship develops, I always consider your needs and goals first. Then I review and recommend specific courses of action appropriate to your situation and objectives, while maintaining the conservative approach our clients have come to expect and appreciate. Do you want to enjoy a comfortable retirement? Finance a child’s education? Build your personal wealth? I will guide you on your financial journey and help you reach your investment goals.