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Who We Help

We welcome anyone who has assets to manage and protect, who value advice, who are committed to building a professional team, and who desire a high level of personal service.

  • Students
  • Young Adults/Couples
  • Single Individuals
  • Families
  • Couples with No Children
  • Special Needs Planning
  • Widows/Widowers
  • Pre-Retirees
  • Retirees
  • Small Business Owners
  • Professional Organizations
  • Veterans and Gold Star Family member clients*

*Receive Complimentary Financial Planning Services.

I have learned throughout my career; your money is an intimate part of your life and your financial challenges are unique to you. I provide independent (not obligated to any financial institution), customized solutions. I’ll go the distance for you including (but limited to) consultation, data gathering, financial plan creation, implementation of that plan, and proactive follow-up, with communication dedicated to results. I’m committed to your success and a long-term client relationship. You do not need to be a HEALTH client to take advantage of our WEALTH services.

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