About

For more than 30 years I have been helping breadwinners, business owners and professionals protect their family lifestyles from the ravages of financial threats”. I specialize in “Essential Financial Security” for established business and professional families. After all, despite the business or the practice, it’s all about your family.

I am dedicated to helping you change the way you think and feel about your finances and your family’s security. You can decide. You can have what you want. I take the complicated world of finance and make it simple and easy to understand. Consider me your “Financial Architect”. Depend on me to listen, understand your needs and implement a plan that you’ll be sure is right for you.

This stuff is so important, I’ll help you do things for yourself, that you need to do, but won’t do on your own. I have the experience, care and ability to see that you get what you want.

There’s more to it than just the right plan… Investing just the right amount of your hard earned money can mean the difference between peace of mind and wondering all the time.