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Who We Serve



You are working and busy with life. Between work and family, you may not have the time needed to focus on the financial "stuff."

More On Building Your Nest Egg


After decades of working and saving, it's time to pull it all together. You need a clear plan as you close in on your retirement.

Retiring In the Next 5 Years?


Retirement is here and you're now enjoying the fruits of your labor. It's important to keep your life and finances on track.

Maximizing Your Retirement


Being the surviving spouse can be overwhelming. In the midst of your loss, it's necessary to adjust and plan for your future.

Looking Forward. What's Next?

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<b>Your goals are our goals.</b>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>As your personal financial professional, I can:</b>

As your personal financial professional, I can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

This site will not only introduce you to my company's philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or call (770) 554-9660.

Have a Question?

Thank you!