My Firm

I'm Dedicated to Your Success: 

When you become a client, you become an extended member of the family, who I will work with to establish a strong relationship built on trust and respect. I work very closely with each of our clients through the plan development stage. As your financial professional, I will ensure that you understand the basis of my recommendations, and will maintain constant communication with you to review progress or to make changes based on your evolving needs or changes in the market.

Financial planning* is not a one-time event; it is an ongoing process which requires constant monitoring, in-depth market knowledge and a strong client relationship. I take my role very seriously – your future depends on it.

Customized Strategies:

Every one of my clients is unique and different, as is their individual financial goals and aspirations. When I set out to develop their financial plans*, I embrace their uniqueness, and look for the products best suited to help them meet their goals. My flexible structure allows me to work with many insurance and investment companies to identify the products that will best meet my clients’ needs. I do not just sell products, I identify the best solutions.

Powerful Team:

Mine is a small firm by design. I am not interested in being all things to all people. I am interested in bringing the best protection and investment* products available on the market to my clients, with the highest level of personal service.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.