My Philosophy

For nearly 30 years, I have provided clients assistance with the financial needs and demands of their lives.  While I strive to understand your short- and long-term goals, I also hope to understand your financial history of successes and failures.  What motivates you from a financial standpoint?  For some clients, this is straightforward and direct.  Others, though, find setting financial goals to be a challenge.  That’s why I make it a priority to address your expectations of my services relative to your needs and background.  Above all else, I strive to remain flexible while working with clients and their ever-changing needs while maintaining a core set of principles.