Contact Information

Offering Advice Since

1978

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health, Property and Casualty
Security Licenses:  63,65,7
Other Licenses, Certifications, Designations: RFC,CLTC  
Education:  BA, Psychology SIU
Investment Advisor Registration: IAR 

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Account fees (such as those for IRA accounts)

My Association with the Office or Firm

Owner/Partner

DISCLAIMER:  Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included.  No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR).  MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services.