0.5 Carat Yellow & G-H Diamond Fancy Wedding Bridal Ring 14K Yellow gold Stone 3 nwjnwt4203-Jewelry

Enabling Reinvention

0.5 Carat Yellow & G-H Diamond Fancy Wedding Bridal Ring 14K Yellow gold Stone 3 nwjnwt4203-Jewelry

De Couer 10k White gold 1 2ct TDW Diamond Two-tone Double Halo Engagement Ring

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?

14k Solid White gold 2 CT Emerald 3 Stone Diamond Engagement Wedding Ring

De Couer 14k White gold 3 4ct TDW Diamond Classic Engagement Ring

Diamond Round & Baguette Shape Semi Mount Ring (SI2-I1, G-H) 0.40 ct tw 14K gold

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.

Engagement Diamond Ring 0.5 CT SI1 F Round Cut White gold 18K Bridal, Enhanced

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.

Engagement Diamond Ring Enhanced Diamond 0.4 CT VS1 F Yellow gold 14K Bridal

Engagement Diamond Ring Enhanced Diamond 0.75 CT SI1 F Yellow gold 14K Bridal

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.  

Engagement Diamond Ring Enhanced Real Diamond 0.5 CT SI2 G Yellow gold 18K

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

Protection is Key.

14k Solid White gold 2.5 CT Round Cut Diamond Solitaire Engagement Ring
Engagement Princess Diamond Ring VS2 F 0.7 CT White gold Accents Enhanced

Full Eternity Diamonds 8mm Cushion Cut Emerald Engagement Ring 14K White gold
Heart Shaped 8mm Morganite and Diamonds 14K pink gold Claw Prongs Wedding Ring

Mens Heavy Solid 14K gold Ring Purple Amethyst 4 Natural Diamonds Men Jewelry

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.

14K Solid White gold Polished 1.25 cttw Cubic Zirconia with Side Stones Ring