Our Qualifications

We have been in the financial services business for over 30 years.  Since 1983, we have been successfuly helping our clients to save money on a wide rage of financial products.

We are conservative, careful, and make sure our products fit the needs of our clients.

Our clients' investments are monitored on a periodic basis.  Our objective has always been to help our client's weather financial storms with success - and we find great satisfaction in this task.

We feel obligated to provide outstanding service year after year; after all, we are commited to this area.  I live in the same neighborhood I grew up in, and my children have gone to the same schools as I did.  We have a commitment to you and our community.

I am here in the office almost every business day.  Also, my wife Lynn (an accountant) is also in the office on most business days.  We will answer any questions regarding your financial needs. 

We value you as a client. 

Licenses include Series 7, 65, and 6.


(Please understand that tax preparation services are not offered at  our office)