WELCOME!
I provide personalized tax, financial and investment management services to individuals and businesses.
I offer retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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 site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Resolutions to Help Build Financial Independence
Pursue financial independence next year with a few simple but empowering resolutions.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?