Since 1984, I have been helping clients manage their wealth. I share the same values as those I serve and 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 my clients feel comfortable and in control of their money.
I focus on retirement and education planning and hold the Accredited Investment Fiduciary (AIF®) and Chartered Financial Consultant (ChFC®) professional designations. I am an Investment Advisor Representative of Osaic Advisory Services, LLC (a registered investment advisor) and a registered representative of Osaic Wealth, Inc. (Member FINRA/SIPC).