ABOUT US

There’s nothing more personal than your finances and your financial future. And at our boutique firm, we’re dedicated to providing a highly personalized experience. You’ll communicate and interact directly with me, the principal of our company, and receive independent guidance and support that’s developed solely for you, based on your needs and goals.

My career in the financial industry began in 1983 and includes serving in high level positions with top Wall Street firms.

It was while working with these highly recognizable organizations including Prudential, E.F. Hutton, Smith Barney, Dean Witter, Wells Fargo, Raymond James and others, that I decided I wanted direct my passion and experience towards helping people achieve their goals with a different approach.

As a fiduciary, I establish an intimate, long-term relationship with each of my clients by getting to know who they are and what their dreams are. And then, using my extensive experience and knowledge, thoughtfully determine how I can help them navigate easily and smoothly through their financial future.

I founded this company with the goal of offering excellent service to clients who are nearing retirement or are looking for sound financial strategies that will give them the freedom to live their lives without worry about what the future holds. I am here to help you create a healthy financial future.