About Us

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial picture.

My approach can help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provides a plan aimed to transfer your wealth to your children and grandchildren. Among my financial offerings are:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Cash flow analysis - for everyday budgeting
  • College planning - long-term planning to help you work toward being ready when your children are
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
2987 REDFISH LANE, CUDJOE KEY, Florida 33042


If this method of addressing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AR, CA, CO, CT, DE, FL, GA, HI, KS, KY, LA, MA, MD, MO, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WY

LPL Financial Form CRS

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