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One Stop Financial Services
Where Clients Become Friends.
You are on a journey. My objective is to guide people just like you toward success, so I’ve set up this website to help you navigate a path that leads to your ultimate destination.
More than 30 years ago, I started my own journey with The Union Central Life Insurance Company. Since that day in April of 1983, I have worked with literally thousands of people, many of whom became clients that remain with me to this day. Many of them are now also good friends.
My objective with each and every one of those people has been a simple one: to help in whatever way I can. I work with clients to either address their a la carte needs or to construct and implement a comprehensive financial plan to help them attain their life goals. Doing so we identify and pursue investment opportunities that assist with retirement planning or college savings, as well as offer insurance contracts to protect against the loss caused by death or disability.
I create strategies that are tailored to your needs and goals.
Years of experience have prepared me to guide you through life's transitions.
Trust. Honesty. Integrity. I believe values matter, and I live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Help comes in less obvious ways as well. On many occasions, I have given unemployed clients and prospects the book, “What Color is Your Parachute?” to provide them with additional tools and resources as they re-enter the job market. I then discussed the message with them and applied it to their own situation. I have intervened on behalf an elderly client with limited assets to negotiate lower costs for much needed dental work. I have helped a client connect with the correct people to expand their business into a new area. Whatever the need, I use my experience and connections to facilitate successful outcomes for those whom I represent.
I will always act in your best interest, with all your goals and dreams firmly in mind.
I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.