My Services

I offer sound advice to individual investors to help them pursue their personal financial goals.  I am committed to helping my clients work towards their objectives, and through my business relationship with Voya Financial Advisors, Inc., I believe I possess the right resources to do so.

I have access to an extensive range of the latest financial products and services, such as:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities
  • Retirement Plans
  • Financial Planning
  • Fee-Based Asset Management Programs
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Insurance
  • Employee Benefits

As your financial advisor, I analyze your financial data to recommend a strategy based upon your individual needs and investment goals.  I also determine specific investment alternatives for you based upon your current and long-term financial goals and objectives.  Periodically, I will help you review your financial strategy to ensure that any changes in your personal situation and the overall conditions of the economy are properly addressed.