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Our Services

How We Work

I provide financial services that are tailored to suit your needs.

My services include college saving plans, business and individual retirement plan startegies, financial and portfolio analysis, stocks, bonds, mutual funds, cd's, treasuries. You can choose to set up a commission based or fee based account, through Securities America. The choice is yours!

I also provide financial planning startegies and asset based fee programs to assist with general or specific areas of financial planning startegies as needed, through Securities America.

Additionally, I provide insurance services providing group and individual health, life and disability coverage from a number of high quality carriers.

Account access is just a click away! Online account information is available to my clients and includes all of your accounts in one easy to read consolidated report.

Because I am an independently owned financial services firm, I work for you. My goal is to provide you the best quality service at a great value.



Common Stock

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Fixed Annuities

Certificate of Deposit

Mutual Funds

Exchange Traded Funds


Financial Planning

Retirement Plans

529 Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Educational IRA

Traditional IRA

Roth IRA


Simple IRA


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. | (503) 653-9806