1.70Ct Sparkle White DEF color Round Moissanite Engagement Ring 14K White gold nwjnwt3444-Jewelry

Enabling Reinvention

1.70Ct Sparkle White DEF color Round Moissanite Engagement Ring 14K White gold nwjnwt3444-Jewelry

10k gold Natural Cushion Cut Citrine Engagement Ring, Diamond Halo, Sizes 4-10

Do you have assets sitting in a former employer's retirement plan, or hard earned money, earning next to nothing in a bank or CD or just want a second opinion on your current investments?

0.6 Carat G-H Diamond Beautiful Halo Basket Engagement Ring 14K pink gold

10k Yellow gold 0.40 Ct Diamond Halo Engagement Ring Set

14K pink gold 1.00 Ct Natural Diamond Halo Engagement Ring

We understand today’s financial environment. We know that individuals face unique challenges. We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients. Let us evaluate your financial picture and help get your retirement clearly focused.

14k Solid White gold 1.5 CT Diamond Halo Solitaire Engagement Ring

Since becoming securities licensed in 1983, I have had the pleasure of helping many families plan for retirement.  When relationships span decades and include generations of family members you come to know people intimately. I consider my clients my friends. I enjoy watching them thrive in their retirement years.  We treat every client like we treat our family.

14k Solid Yellow gold 2 CT Diamond Engagement Ring Princess Cut Channel Set

14k White gold 1 2ct TDW Three-stone Diamond Ring

When you stop working for your money, your money needs to start working for you. Identifying assets that are best suited for long-term monthly income to complement Social Security, pensions or other income is paramount to a comfortable retirement.  Identifying stagnant assets that need to work harder for you can make a huge difference in your retirement years.  

14k White gold Diamond Unusual Unique Floral Engagement Ring Set ER-1039-1

Our business is built on a foundation
of thoughtful client relationships.

Protection is Key.

0.6 CT Engagement Diamond Ring Princess SI1 F Yellow gold 14K Enhanced
14k White gold Round Cut 1.25 CT Solitaire Diamond Engagement Wedding Ring

14K Yellow gold Solitaire Diamond Ring 0.5 CT VS1 F Wedding Ring Enhanced
1ct Cushion Double Halo Morganite & Diamond Engagement Ring 14k pink gold

1ct Vintage Three Stone Round Diamond Engagement Ring 14K White gold

Our 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 foundation of success.

0.60 cts uncut white raw Diamond Ring, rough diamond Ring 14kt White gold Ring