Broker Check
Second update, new DBA name & logo...with a touch of humor!

Second update, new DBA name & logo...with a touch of humor!

Our second video discussing our upcoming transition and introduction of my DBA name, logo, and upcoming disclosure mailing in May

Learn more
Exciting new changes coming for our office in 2021!

Exciting new changes coming for our office in 2021!

Waddell & Reed Financial is being acquired by Macquarie Management Holdings and LPL Financial Holdings!  Click the video to hear more about the agreement. 

Learn more

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule an Appointment
<p>Asset Allocation</p>

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More
<p>9 Facts About Social Security</p>

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More
<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn More
<p>Gun Ownership and Your Homeowners Policy</p>

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Learn more
Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, acting in your interest, with all your goals and dreams firmly in mind.

Learn more
We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

Thank you!
Oops!