My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

As a financial professional whose primary focus is estate planning strategies, I work with affluent clients - and often their accountants and attorneys - to create financial strategies that may help reduce estate tax liabilities.

My focus on executive benefits enables me to help you structure fiscally responsible compensation strategies that are designed to help you recruit and retain the talented and qualified executives you need to run your business.