With over 35 years of experience in the financial services industry, I serve as a Senior Financial Advisor dedicated to helping individuals and families achieve lasting financial security. My approach is centered on continuous engagement with clients—I regularly review their evolving financial situations and collaborate closely with them to build personalized retirement and investment savings plans.

I take pride in offering integrated investment strategies that provide balance, manage risk, and support my clients’ long-term goals. Whether preparing for retirement, protecting loved ones, or growing wealth, my mission is to deliver thoughtful, objective guidance that helps clients build confidence in their financial future.