What I Do

Financial planning isn't one thing. It's the full picture - investments, protection, and retirement income - handled by one advisor who knows your situation.

Retirement Planning

Social Security timing, RMD planning, retirement income strategy, and Medicare coordination. The details that actually determine whether your retirement works - and whether it lasts.

Portfolio Management

Active, personalized portfolio management built around your goals - not a generic model. Your investments managed directly by your advisor, not handed off to a home office algorithm.

Protection Planning

Life insurance, long-term care, and disability coverage. The part of financial planning most people put off until it's too late - and the part that determines what happens to your family if something goes wrong.

Small Business Planning

Retirement plans, key-person coverage, and succession planning for business owners who need an advisor who understands what they've built - and what it's worth protecting.