Principal Owner

I help clients – individuals and businesses, in all stages of life, to carefully weigh their options. Together we tackle tough questions and navigate complex situations. Then we formulate a plan so they can grow with confidence. Ultimately, my job is to empower my clients to make decisions that are right for them, their families, their business, and their employees.

Should you be investing more in kid’s college funds or opening a long-term care account? Are you getting the return you aimed for on the money you invest?

What if something happened to your business partner today? What might that do to the continued success of your business? What if something happened to you? What would happen to your share in the business?

What steps are you taking to retain your critical employees and to protect the business against their death or disability? Are your employees investing in their future? Are they and their families protected in the event of death or disability?

These are often the difficult questions that families and business owners tend to put off.
No one can predict the future, but through comprehensive analysis and strategic investing, I can help you prepare for it.

Specialties:
Personal Planning
- Estate Planning
- Retirement Planning
- College Funding
- Insurance Planning
- Charitable Giving

Business Planning
- Business Continuation
- Executive Benefits
- Key Person Protection
- Retirement Planning
- Business Succession Planning

Employee Benefits
- Voluntary Payroll Deduction Programs
- Group Retirement Plans
- Group Insurance (Term Life, Short-Term, and Long-Term Disability)

Investment Advisory Services
- Personalized Financial Plans
- Investment Management

Licensed in the following states:
CA Insurance License #4001640, CO, CT, DC, DE, FL, ID, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV 

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