Why Partner with Me

I offer innovative fee-based retirement planning and advisory products and services to clients who are comfortable with a remote/online delivery model delivered during nontraditional business hours.

Products & Services

I provide advice to retirement plan participants, help clients prepare for healthcare expenses in retirement and help clients achieve their retirement goals.

Unique Experience for Clients

  • Remote/internet-based – I can work with clients anywhere in the country
  • Retirement-focused – I eat, sleep, breath retirement
  • Fee-based – I have to earn my fee every day
Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work to develop a program that carefully balances investment strategies with preserving principal.

Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.

I invite you to check out all the material on my website. If something prompts a question, please send me an email or call the office. 

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