Broker Check


How We Work

Our firm specializes in helping individuals develop sound wealth management strategies. Please take the time to explore our website and the variety of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of investing today and know the biggest concern for many is outliving their money. We focus on investment management, as well as other issues that are critical to your financial well being.






Mutual Funds

Brokerage Accounts

Retirement Accounts

Financial Planning

Tax Planning

Estate Planning

College Planning

Retirement Planning

Written Financial Plans

Long-Term Care Planning

401(k) and 403(b) Planning


Term Life  

Whole Life  

Universal Life  

Long-Term Care  

Disability Income  

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. |  (724) 381-2120