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your financial future, secured

It's not just strategy, it's about suitability

I will help you unveil the vast canvas of investment Opportunities, and embark on a Personal Odyssey through the Expansive spectrum of Investment solutions. Work with a unique and versatile guide, a financial educator and Advisor: adhering to the ordinary is a missed chance. Your financial goals are an adventure, and your strategy should be a testament to the extraordinary narrative that is uniquely yours.

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Services

I have a decade of entrepreneurial experience and over 7 years of dedicated service in the financial industry, I bring a unique blend of artistry and expertise to your financial journey. As a former professional cellist, I’ve fine-tuned my skills in precision and attention to details. Now, as an Investment Advisor Representative, Financial Educator, and proud father of a future astronaut, my passion for excellence extends to inch-perfect retirement planning, goal-based advising, and a holistic approach to investment analysis and projections. Let’s compose a symphony of financial success together.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

I look forward to helping you and your loved ones explore their financial goals.

Here for you!

I've helped people just like you explore their goals -- and in many cases, meet them. Reach out and let's discuss your goals. 

Contact Me

Financial Literacy Center

I believe that an educated investor is an empowered one. Browse my financial literacy center and take control of your financial future.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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