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Our first priority is you and your family.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Resource Center is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. Please contact us with any questions you may have about anything, we will get back to you shortly with an answer.



Common Stock

Traditional, Roth, and Other IRA's

Brokerage Accounts

Government Securities

Variable Annuity

    Financial Planning

    Retirement Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Profit Sharing Plans


    Life Insurance

    Disability Income Insurance

    Other Insurance

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (800) 634-3695