Qualifications

I have been working with individuals and businesses in the area for over seven years.

I am dedicated to developing lasting relationships with all of my clients.  I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that I work with you to develop can help you work towards a more secure financial future.

I'm looking forward to using my experience to help you pursue your financial goals.