While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. Based on my diverse and wide ranging experience I am not a niche broker, and provide the following services:


  • Trust work, the establishment of and maintenance necessary
  • Estate Planning
  • Family Office work
  • Charitable Remainder Trusts
  • Managed Money
  • Insured Investments
  • Life Insurance
  • Fixed, Equity Indexed and Variable Annuities
  • The understanding and knowledge of the stock market as a historian and as a student of the same.
  • 529 Plans
  • 401k plans and rollovers
  • Long-term Care Insurance

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.