Useful Links

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.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Featured Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
Learn More
Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
Learn More
Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
Learn More