Our Firm

Unique Value Proposition

I am a retired military officer sworn to protect our country. I incorporate the integrity, virtue, and work ethic to the goals and aspirations of my clients. My goal is to become the most technically competent advisor through my education and experience and am able to handle the most complicated estate, retirement or financial planning* goals a client may have. Leading clients through this process and helping them sleep well at night is our commitment

Our Mission

We serve as a trusted resource to help our clients make well informed decisions for their financial future. We develop a strong relationship to assist clients achieve their estate and financial planning* goals. Helping you sleep well at night is our commitment.

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Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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