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Thanks for visiting!

Whether you came to the site through a search, saw one of my news interviews, or found me on social media, welcome to a different look, taste and feel than you will find with the majority of the financial industry.


  • Have you been investing for years with a big firm and feel like just a number? 
  • Have you invested on your own and decided that you finally want to have the help of a professional? 
  • Do you just want to have a second opinion on what you are doing? 
  • Have you come into money and don't even know where to start?
  • Have you changed jobs and heard of a rollover and are slightly intimidated and don't know where to start?
  • Is retirement approaching and you want to know where you stand?

I am here to help!  I hope that you will find some of the information on my website helpful for your financial life.  I always offer a consultation free of charge without the high pressure sales approaches or million dollar that plagues the financial industry and just makes clients feel crummy.  If you are a regular person who just wants the help of a professional, be sure to reach out and lets talk!  Fill out an information request on the side bar and I will reach out at my earliest convenience. 


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