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These days, it's more important than ever to have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help you build a solid financial future while protecting your family's wealth, lifestyle and dreams.  Whether your need is college savings, retirement savings, solutions for your business, asset protection, or all of the above and more, I stand ready to work closely with you to develop winning strategies to last a lifetime.   

Go ahead, explore my site where you will find tons of great financial information at your fingertips.  Then contact me to schedule a confidential appointment so we can begin writing the rest of your financial story together.  Let's get started - there's no better time than now.




  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,651.74 +0.58
Nasdaq Composite 6,936.58 +1.17
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NYSE Composite 12,699.69 +0.56
AMEX Composite 2,553.65 -0.24
PHLX Semiconductor Index 1,250.89 +1.50
OSX Oil Service Sector Index 133.21 +0.35

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