What we offer

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:


  • Investment and Wealth Management*
  • Retirement Strategies 
  • Stocks*
  • Bonds*
  • IRA, Roth IRA, 401k, 403b
  • Estate Conservation
  • Term, Whole Life, Universal Life Insurance
  • Fixed & Variable annuities*
  • Disability Insurance
  • Long Term Care Insurance 

Ongoing services:

  • Continuous assesment of client goals and objectives
  • Rebalancing and reallocation of portfolios
  • Regularly scheduled meetings


  *Securities and investment advisory services offered through SagePoint Financial Inc. member FINRA/SIPC.