Services
Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Helpful Content
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.