Financial ServicesInsurance - Health/Life

About Us

I've been investing for over 30 years and have done many things very well -- and I've learned from things that didn't go as planned. My goal is to lessen your learning curve by sharing my experiences, educating you and encouraging you. I look for opportunities to accomplish multiple goals with the same dollar. I've seen what a difference good planning and strategies can make and want to give all my clients that edge.

I can help you fill missing puzzle pieces in your financial and insurance puzzle or I can help you do it all. Do you know where to save for college and retirement? Do you know the tax and financial aid implications of your choices? There are definite strategies that make a difference. Our Planning for Life program looks over Protection (life, disability, long term care), Savings, Retirement Savings and Distribution, Estate Issues, Business Owners Planning and Employee Benefits. I look for opportunities to accomplish multiple goals with the same dollar and to leverage your money. If you want to brainstorm your current strategy or craft one, please give me a call. We only make changes if the math makes sense. Now is the time to find out if you are on the best path to achieve your dreams.

I'm a Certified College Funding Specialist. I teach classes through Douglas County Parenting Coalition on ways to make college more affordable, scholarships, paying for college, and more.

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