Broker Check

As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.  

Our physical office location is now closed, but we are still available to you.  Our team has full remote communication and trading capabilities, and we expect to be able to service your needs without interruption.  We will be available by phone.  If no one is able to answer, please leave a message, and we will get back to you as soon as possible.  As a reminder, we are not permitted to take orders for trades that are left via email or voicemail. 

We know this is a challenging time for everyone, and the situation is changing daily.  If you would like to discuss your financial needs or just want to check in, please call or email us.  As always, we are here for you.  

Thank you for the trust you have placed in us.  We hope you stay safe and healthy.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, social security, or estate strategies? 

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Words of Wisdom

"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

Experience Matters

Experience Matters

No one strategy fits everyone, which is why every client gets our individual attention—from planning to execution to follow-up. We help you develop a strategy to address your personal and financial goals and objectives.

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Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

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.

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