Your Future
My first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my success.
This site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
Helpful Content
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
View all articles 
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?