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Independent Financial Advisors are not tied to any proprietary investment strategies or mutual funds. We are fiduciaries, obligated to put our clients' interests first and foremost.

Our Mission

The importance of financial security was made very apparent to me at a young age.  I was growing up in a household with my younger brother and a single parent struggling to pay the bills.  This created lots of stress that weighed on our family daily.  From that point forward I decided that I was going to make decisions that would create financial security for myself and my loved ones and discovered financial services.

It is my mission in life to provide education and direction to individuals, families, and businesses so they can reach a level of financial security.  Gaining piece of mind and clarity around big picture life decisions can melt away financial stress that we don’t have to live with. 

Every investor deserves a full-time wealth advisor that is experienced and put’s their best interests ahead of their own.  Our commitment to clients is that we will not take on any new business unless all our existing relationships are completely satisfied with the service and advice they are receiving.  If we extend an offer to begin a working relationship it is because we have the resources, bandwidth, and time to be your full-time wealth advisor.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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