Broker Check


How We Work

Our firm focuses on helping individuals, families, and businesses seeking to build, preserve and manage wealth over time.

We help you recognize and pursue opportunities, reduce taxes, invest more effectively, and achieve a greater understanding of comprehensive, values-based financial planning services.

Because we are dedicated to simplifying your financial journey, we clarify your options and put your plan into action, supporting you every step of the way.



Other Fixed Income Investments

Common Stock

Education 529 Plans

Traditional IRA

Roth IRA


Simple IRA

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (260) 766-0038