Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  This web site is to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

This site is to help educate you about the basic concepts of financial management and to help you learn more about who I am.  I hope you visit often. Please add this site to your list of "favorites" in your Internet browser. The information will be updated frequently.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck