Our Qualifications

We have been working with individuals and businesses in the area for over 38 years.

I hold the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) Life Underwriter Traing Council Fellow (LUTCF) designation from the American Cliidges

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We have extensive resources to refer you to if your need is of another professionals expertice, such as legal and tax issues.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and strategies. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.