Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to help you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

I can help you execute a sound financial program utilizing the following products and services:

• Tax-reduction strategies*
• Investment management, including stocks and mutual funds
• Retirement planning*
• Estate planning and preservation
• Asset protection through insurance and annuity products

* Representatives of Cetera Advisor Networks do not provide tax and/or legal advice.  We will work with you and your tax/legal advisors to help you make the most appropriate investment decisions.