As a CERTIFIED FINANCIAL PLANNER™ that specializes in retirement planning, I help clients match budgets to lifestyles for retirement and coach them in the transition to the next stage of life. My understanding of the various income options allows me to develop income plans for both current and future income needs. Building these plans is like putting a puzzle together. The goal is not to find the best piece, but to find the pieces that best fit together to create your retirement plan. As a CERTIFIED FINANCIAL PLANNER™ and an independent financial advisor, I follow a disciplined process to create each persons plan. I do not directly manage any assets, but with the help of LPL Financial’s independent research team, We find the managers that are best suited for each client’s goals and objectives. LPL Financial is the nation’s largest independent broker dealer* and some of their bios are listed on the resource page. Because of this relationship I am able to spend more time with my clients to better understand their needs and have a dedicated team researching options to meet those needs. So basically I work with you to understand your needs and hire and fire the investment companies that manage the assets.

Please take some time to look at the rest of this website to better understand the processes and resources of my company. If you have any questions please feel free to contact me directly.