Building Strategies for your Financial Future
Let's Get Started
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are 4 great, and sometimes unexpected, places to raise a family.
It sounds simple, but paying yourself first can really pay off.
Being healthy not only makes you feel good, it may also help you financially.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What does the Tax Reform and Jobs Act mean for you?
At what point can you call a personal vehicle commercial?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?