14K White gold Cushion 5mm Diamonds Jewelry Semi Mount Engagement Wedding Ring nwtdzd1110-Jewelry

Enabling Reinvention

14K White gold Cushion 5mm Diamonds Jewelry Semi Mount Engagement Wedding Ring nwtdzd1110-Jewelry

14KY WHITE gold .58CT PEAR DIAMOND RING WITH 2 SAPPHIRE ACCENTS (78488-1)

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 Yellow gold 0.51 Ct Diamond Pear Shaped Engagement Ring

14mm Natural Lavender Amethyst Quartz Crystal Round Beads Bracelet AAA

15.1mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite Gemstone Bracelet

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.

15.65g Top Natural multicolou​red Tourmailne Crystal Rubellite Carving Bracelet

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.

15MM Rare 5A Natural Titin golden Rutilated Quartz Round Bracelet GIFT BL5776c

16.512.5mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite 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.  

16mm Natural Lapis Lbluei Gemstone Quartz Crystal Carving Beads Bracelet

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

Protection is Key.

14K YELLOW gold 0.64CT MARQUISE DIAMOND ENGAGEMENT RING
17.714mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite Gemstone Ring

18 Karat gold Electro Plated Textured Twisted Link Bracelet
1802-14K WHITE gold SEMI-MOUNT ENGAGEMENT RING 0.52CTS 6.10 GR SIZE 7.25

18k gold Plated Beautiful Personalized Bracelet with Two Initials and a Heart

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 Yellow gold 0.998 Ct Diamond Classic Solitaire Engagement Ring