Broker Check

Financial Insurance

Variable annuities are subject to market risk. Investment return and principal value will vary so that units, when redeemed, may be worth more or less than their original cost. Also, withdrawal of earnings will be subject to ordinary income tax and may be subject to 10% IRS penalty tax if taken prior to age 59 ½ . The death benefit guarantee is subject to the claims paying ability of the issuing insurance company and does not apply to the investment performance or safety of the underlying investment options. Variable annuities are suitable for long-term investing, particularly retirement savings.

College Planning

Plan for your kids' higher education

Variable Annuities

Set up annuities

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Retirement Planning

Plan for your retirement

Long Term Care

Long Term Care planning

Simple IRAs and SEPS

Savings plans

Roth IRAs and IRAs

Savings plans

Personal Needs Analysis

Get an analysis of your personal needs

Estate Planning

Planning for your estate


Get an analysis of your personal needs

Pension Planning

Planning for your estate

Mutual Funds

Invest in Mutual Funds

Variable Life and Annuities

Set up Variable Life and Annuities