Our team has been working with individuals and businesses in the area for a combined total of 40 years. We have extensive personal and professional experience helping clients through every aspect of their financial picture, including investments, retirement planning, insurance, estate planning strategies, and tax planning strategies.

We hold the Series 7 and 66 licenses required by FINRA to sell securities and are licensed to sell a variery of insurance products.

The term "financial planner" is used by many financial professionals today. As a Financial Advisor and Financial Advisor Associate, we are qualified to offer investment planning advice and we have attained the CERTIFIED FINANCIAL PLANNER™ professional certification. To earn this certification, we had to complete an approved educational program, pass an examination, and meet experience requirements. We also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.

We’re looking forward to using our expertise to help you pursue your financial goals.

Resources:

10 Questions to ask when choosing a Financial Planner.