General Info

My goal is to help high net worth investors and business owners simplify the confusing and sometimes intimidating world of Financial Planning by helping them identify their long-term financial goals, then putting into place customized plans specifically designed for their situations, so they can achieve those goals. At LPL I have at my fingertips numerous investment vehicles including, stocks, bonds, exchange traded funds, mutual funds, Certificates of Deposit, annuities, life insurance, and a vast array of other resources. I use these along with an incredible work ethic and uncompromising integrity to make my clientsâ?? financial lives the best they can possibly be.