While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. Based on my diverse and wide ranging experience I am not a niche broker, and provide the following services:

• Trust work, the establishment of and maintenance necessary
• Estate Planning
• Family Office work
• Charitable Remainder Trusts
• Managed Money
• Insured Investments
• Life Insurance
• Fixed, Equity Indexed and Variable Annuities
• The understanding and knowledge of the stock market as a historian and as a student of the same.
• 529 Plans
• 401k plans and rollovers
• Long-term Care Insurance

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.