Broker Check

Financial Planning & Investment Management

Financial planning is more than reviewing investment pie charts.

Are you looking to lay the foundation for your future wealth ?

Are you looking to lay the foundation for your future wealth ?

We create strategies that are tailored to your needs and goals.

Schedule a Free Strategy Session
Are you focused on building and protecting your growing wealth and income?

Are you focused on building and protecting your growing wealth and income?

Years of experience have prepared us to guide you through your life transitions.

Schedule a Free Strategy Session
Have you matured past the basics to more focused wealth building and protection?

Have you matured past the basics to more focused wealth building and protection?

Let us be your guides to help you with the advanced strategies that match where your are today. 

Schedule a Free Strategy Session

If you are a referral, inquire on special pricing for your engagement!

Our goal is to give you significantly more&#160;value than the fee charged.<br/>

Our goal is to give you significantly more value than the fee charged.

We believe our perspectives on investments and financial planning potentially provide you the opportunity to grow and protect your generational wealth

While we do not have a minimum, our full service wealth management offering typically fits clients with more that $500k in investments or household incomes greater than $200k. Do not worry if you have less than that because we have programs that potentially fit your situation.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of my success.


We are not the most expensive...and you do not want cheap.  

Our affiliation with LPL Financial gives you access to some of the largest institutional managers in the country.  This relationship gives you the opportunity to also invest in alternative investments* like, private equity, opportunity zone and hedge funds where appropriate.

  • Full service assets under investment management over $1 million will be assessed a fee from .45 - 1.5%.
  • Full service assets under investment management less than $1 million will be assessed a fee of 1.25 - 1.75%.

Options including insurance products, alternative investments, and structured products have separate individual charges based on product chosen.

<span>Become your own&#160;</span><span><strong>C.I.O.</strong></span><span>&#160;by gaining&#160;</span><em><span><strong>C</strong></span>larity</em><span>, start <em><strong>I</strong>mplementing</em></span><span>, and getting&#160;</span><em><span><strong>O</strong></span>rganized</em><span>.</span>

Become your own C.I.O. by gaining Clarity, start Implementing, and getting Organized.

Pursue Financial Independence


*  Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

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