My designation as a Certified Financial Planner and the corresponding annual educational upgrading requirements position me well to provide sound investment, insurance and financial planning advice. Additional services that I offer are tax and estate planning, employee benefits, employee savings plans and customized educational seminars.

My Business Beliefs: I believe your financial goals are unique and require a customized strategy. You should feel at ease with your finances by understanding what you own, why you own it and how it helps achieve your goals.