- Financial Services
I am an independent Financial Advisor with over 20 years of experience in financial services. I work primarily with individuals/families, sole proprietors and closely held businesses. I help my clients and their families make smart money decisions, so that they can maintain their independence and dignity as life happens.Life is complicated, and most people spend more time planning their annual vacation than their retirement. I partner with my clients, so that their longer term goals (home ownership, children's education, financial independence) don't get hijacked by day-to-day demands. I like to see my clients face-to-face once a year, however, I mostly use technology to stay in touch throughout the year.
Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.