“Our goal is to find the most diverse sectors in the market that offer growth and income and then to customize a financial plan with the goal of satisfying a client’s needs, their tax bracket and their desire to pass their wealth to the next generation. But most importantly, we strive to give clients confidence in their investment strategy that their money is working for them year after year.”

“Whether you have a young family or an elderly spouse, buying the right kind of insurance is one of the best ways to protect loved ones from unnecessary hardship. It is also the promise you make to leave them financially secure so that they can carry on at a very difficult time.” 

“Instructions for your care if you become disabled, along with naming guardians or inheritance managers is critical to protect the assets you’ve accumulated in your lifetime.  But one of the greatest benefits of having an estate plan is it ensures you will pass on both your life values as well as your tangible valuables.” 

“My priority is to integrate the client’s financial objectives with a customized, managed portfolio and to later pinpoint how and when to take a required minimum distribution so that the income stream meets cash flow needs." 

“One of our greatest benefits of being a client is how closely our Tax Department works with our Financial Planning team. Together we choose the best investment strategies to work with tax brackets instead of against them. This seamless approach can make a big difference!”

“It is very rewarding to have a clear understanding of your financial priorities, especially how to maximize your growth potential and minimize your tax burden.”