Broker Check


At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Mission...Your financial freedom.

What does money do, really?  Protect or insulate us from life's tragedies?  Of course not.   Isolate us from bad health or distress?   Hardly.  Truthfully, adequate financial resources provides one particular benefit -  it buys freedom.  Adequate financial resources supplies freedom of choice not possible otherwise.  If we have enough financial ability we can live where and in the manner we want to live, eat where and what we want to eat, and enjoy hobbies and activities that are not possible without the financial ability to do so.

Our mission is to help you achieve financial freedom for yourself, spouse, and loved ones.       

It is so cliche to say, "If you fail to plan to fail, but it remains so true.  Proper strategic planning can make a real difference, sometimes THE difference, in your ability to achieve your financial goals and all the things that are most important to you.  

We will work diligently and professionally with you, for you, and along side you in creating specific, custom designed plans fitted to you specific life situation.  It is not "one size fits all" but rather, "you, your situation, your plan designed to fit you.