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Individuals

Looking for retirement planning options?
We offer investment flexibility, tax-deferred growth potential, and guaranteed income opportunities.

Small Business Owners

we make it easy to succeed no matter your  business type, size or need. Working together, we'll help you control risks and recruit, reward and retire your key employees

Financial Planning

Our web-based financial planning and retirement planning software offers fast and simplified goal planning, insurance needs analysis, asset allocation, and estate planning.

<strong>My First Priority? You.</strong>

My First Priority? You.

My business is built on a foundation of thoughtful client relationships.

My Goal

My Goal

Years of experience have prepared me to help guide you through life's transitions.

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My Process

My Process

I am ready to evaluate and support your potential investments.

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My Value

My Value

Honesty. Integrity. I believe values matter, and live by them every day.

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Every day is a brand-new ball game

“Every day is a new opportunity. You can build on yesterday’s success or put its failures behind and start over again. That’s the way life is, with a new game every day, and that’s the way baseball is.” 

– Bob Feller

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