Broker Check


Retirement, a great milestone in all our lives. For most of us this will be the single largest financial decision we will ever be faced with that will set the course for our retirement experience. This most important decision is clouded by a landscape of increased uncertainty and volatility in ever changing markets. Your retirement options themselves have never been more numerous or complex. 

We have designed our entire business model around helping you make these critical decisions. We start by focusing on you…your goals, your lifestyle, and your needs. We then evaluate your options, educate you on the alternatives and craft a financial strategy specifically designed to addressed your needs today with flexibility and oversight to keep addressing those needs as the market and world changes around you. 

In a time where financial products have never been more commoditized we believe and practice that the focus should be on you and your needs and it’s our job to design a strategy that utilized the appropriate financial product to help you toward your goals. In today’s world however, most advisors focus on the product first and force your situation to meet their product.  

To help us offer a superior financial experience to our clients we have chosen to align with the largest independent broker dealer in the nation LPL Financial*. Their unbiased and objective guidance and support compliments our underlying business model.  Through this relationship we are able to offer our client’s access to independent cutting edge research and quality financial strategies.   

Clients find our relationship a refreshing alternative to the high pressure product driven sales experience found at most firms. At the core of our business model is the belief our relationship with clients should be a win win. This is built into that relationship through a focus on fee-based asset management wherein our revenue is derived from managing your money, not a commission from selling you a financial product. We have positioned our long term success with your long-term success, not the immediate sale of product to generate commission. 

For over 30-years we have helped your friends and colleagues pursue their retirement goals.   

Experience the difference for yourself. 


*As reported by Financial Planning magazine, June 1996-2015, based on total revenue. 

Fee-Based Asset Management is offered through LPL Financial, a Registered Financial Advisor.