Experience You Can Count On.

I have been in the financial services industry for 25 years and a small business owner for over 30 years. My experience includes managing agencies for large corporations, recruiting, and training other financial professionals.  I transitioned from the corporate environment in 2009 to become an independent financial advisor, now focusing on providing guidance and support to retirees and pre-retirees. I currently serve as an Investment Adviser and Portfolio Manager with Revolutionary Financial Group.  In February 2020, I was recognized in TOPS Magazine’s Money Masters.

Wealth Management…doesn’t have to be complicated.

I aim to present financial concepts in a way that is clear and easy to understand. I collaborate with a team of professionals who bring varied perspectives to asset management. Our approach is designed to help clients manage financial risk and develop strategies aligned with their long-term goals. We draw on our experience to help create personalized financial plans tailored to individual needs and circumstances.

Our Services Include:

Financial and Tax Planning, Long-Term Care Strategies, Estate Optimization, Social Security and Medicare Planning, Roth Conversion Analysis, Bull and Bear Market Strategies, Retirement Income Planning, Portfolio Analysis, and Fee-Based Asset Management.