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Estate Planning Experiencing Regular Financial Stress? What Millenials Need To Know What Is Your Magic Number? Are You the Family Bank?

Do something today that your future self will thank you for." Sean Patrick Flannery

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Why The Bus?

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Working with clients long distance

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About Me

The reason I find my job so fulfilling and love coming to work every day is the impact I have on my clients' families.  I provide financial planning and guidance to clients at various stages in life from just getting started in life, to retirement to planning for transitioning wealth from one generation to the next.  It is an honor to be the trusted advisor for the families I serve.  While these are all very serious topics, I make it a point to avoid taking myself too seriously.

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"Nobody cares how much you know, until they know how much you care."  Theodore Roosevelt

Do You Know Your Stuff, Financially?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."