Company Overview

Our mission is to build lasting relationships with our clients by becoming their trusted financial resource. We strive to make a real difference in our clients’ lives by helping them clarify their objectives and getting them to take action.

Because of my family history, I know first-hand the value of hard work and planning. I bring my unique abilities and creative style to relating with my clients. Financial solutions are more than a 1 dimensional math model. Life happens!

Whether it’s acting as a liaison with a client’s attorney or CPA, making referrals for services in related fields, or sponsoring lunches for employee benefits clients, I am committed to providing service that exceeds expectations.