Our Firm

I am trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean and reverent. My life is not my own and am a humble servant leader to others.

 

Our Mission

I am a leader in my community with the organizations I serve. I am passionate about engaging businesses and individuals in their own financial plans and matching those with creative solutions. I improve people’s lives because of the plans they implement. I am excited about serving my God and supporting my family as a Financial Services Professional.

Typical Clients

I serve businesses, non-profit organizations and individuals. My clients are required to care about their financial well-being and want to Plan for the future. I work very well with businesses and people that are in technology professions. My solutions include Fee-Based Planning, Assets Under Management, Life Insurance, Retirement Planning, College Planning, Estate Planning, Annuities and Disability Insurance. I partner with many other advisers and financial entities to support the overall needs of my clients.