Why work with us?

To me, the Advisor/Client relationship is just that...a relationship, not a transaction. My clients trust me with the financial future of their families and businesses, and that is not something that I take lightly.

As a client, you will be dealing directly with my team and I, and not some 800 number based overseas.  When you have a question or concern, you reach out to my team and I directly.  Need me to stop by in person?  I will always do my best to accommodate.

As a Financial Advisor at with over 20 years’ experience in financial services, I have had the pleasure of helping a lot of great people through various stages of their life. Looking back, many of the individuals that began as clients, have become close personal friends as well. Although I may deal with numbers all day, my clients are certainly not just a number to me.  For me, my business is personal.

As an Independent Financial Advisor,  I do not work for a big insurance company or investment brokerage.  Rather, I work for you, the client, recommending what is in your best interest.

Although my team and I have access to the products and services of essentially every major insurance or investment company, I do not have a "home team".  Meaning, when I make a recommendation, it is not because some big firm that I work for is pushing their product, agenda, or instilling a sales quota or minimum production on me. Therefore, you can rest assured that any recommendation that I make is based objectively on your needs.

Being an independent Financial Advisor allows my team and I to take a holistic approach to your financial planning needs, and recommend the options and strategies that are most appropriate for you, my valued client.