First off let me say, "Thank You" for taking the time to visit my website.

I hope you will take the time to get to know me and explore the advantages and opportunities that I offer my clients. I have an unwavering focus on building long-lasting relationships based on integrity and trust, and by providing objective advice and superior service to help you achieve your financial and life goals.

As a CERTIFIED FINANCIAL PLANNERTM practitioner, I specialize in strategic financial planning and customized financial solutions.  I believe that the key to financial success lies in long-term financial planning, but that financial contentment is attainable regardless of your current salary or net worth.

My practice is centered on helping you build legacies for the ones you love and the causes you care about. This requires me to have a deep understanding as to your unique needs and desires, and I feel this is the best way to truly serve my clients. 

The best place to start is to click on the How I Work with Clients and the My Specialties tabs, as these will give you a glimpse into how I serve clients and what services I offer.  My current clients include senior executives and business owners, as well as individuals and families.


Click Below for an Update on the Greek Debt Crisis

 

 

 

 

 

 

 

 

 


Click HERE to schedule a Free Consultation or to sign up for my Monthly Investment Newsletter.