My Firm

Beginning in 2014, my oldest daughter, Erin, joined my firm as Branch Operations Manager.  Since then, Erin has joined me as a partner and my second daughter, Kelsey, has joined our firm as our Branch Operations Manager. Together we are committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

Please call me if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.