Since 1984, I have been helping clients manage their wealth. Similar in background and values as those I serve, I strive to build relationships that go beyond the perspective of mere dollars and cents. I treat clients like family and friends, taking the time to explain everything so they feel comfortable and in control of their money.
I focus on retirement and education planning and hold the Chartered Financial Consultant (ChFC) professional designation. I am a registered representative of Sigma Financial Corporation (Member FINRA/SIPC) and an Investment Advisor Representative of Sigma Planning Corporation (a registered investment advisor). I am a member of the Financial Planning Association