Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site has been created to help you gain a better understanding of the financial concepts behind insurance and investment strategies, retirement strategies, estate and wealth analysis. Most important, you will see the value of working with a skilled professional to pursue your financial goals.

Here we provide you with additional resources to assist you with managing your financial future. 

Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do. 

We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority. 

I am here to help educate about basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market data.  Take advantage of this resource and visit often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information, and wouldn’t want you to miss any developments in the area of personal finance.

We hope you find this site useful and look forward to a long, continued relationship.