Our mission is to provide our clients with exceptional investment advisory services.  We are dedicated to your success and we endeavor to maintain the highest standards of professionalism in our relationship with you, our client.

I value face-to -face meetings with my clients and will spend time to listen and get to know your situation, your concerns and your personal near term and long term financial plans.

As much as we try to plan our lives, events can occur that are unexpected.  Your financial plan needs to be flexible enough to adapt to changes and unexpected events.  As your LPL financial advisor, when these unexpected events happen, I am available to guide you through the options available to revise your strategy to address the needs that come with life's unexpected changes.