: I specialize in helping wealthy families and retirees make informed confident choices regarding retirement planning and estate preservation. I am on a team of financial advisors with more than 40 years of experience. We provide the best client service and the most diverse products in the industry. We look forward to building mutigenerational relationships.

I have always loved stocks and bonds and I knew from a young age that I would work in the financial markets. After seeing my father was ill prepared for retirement (and all the problems that proceeded) I decided to go in Wealth Management. If only I had the knowledge I have now, I would have been able to completely change my parents lives. I want to make sure I can help and educate as many people as possible about financial responsibility and lead them down the correct path.