Expert Advice. Trusted Partners.
How We Work
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.
Helpful Content
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators 
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.