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I hope that you will find this to be the home for your financial planning needs and the beginning of a long lasting relationship. As an independent, fee based Certified Financial PlannerTM professional, I can help you with a plan to achieve your financial goals. This is where you will find a relationship that will last you through all of your life cycles.  Your time is valuable to me and I do not bore you with industry terms that do nothing for either of us.  My clients are fun, normal people who want and deserve straightforward answers, not industry talk that tends to be a waste of time for everyone involved. I do not pressure people to make decisions on their money in a first meeting because I am not on any sort of quota like you might find with other financial professionals.  I want to work with you and grow with you so that 30 and 40 years down the road you can say that our relationship was one of the most valuable relationships in your life. 

For existing clients to access our online wealth management, CLICK HERE. 

Be sure to check out my blog on the right side of my page for my regular interviews on WFMY News 2 with financial tips for you and your family. 

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