My focus is on helping individuals and families build wealth, generate income in retirement, transition wealth, make gifts to family and charity, fund educations, insure the things they love, and finance their dreams. I also serve the investment and planning needs of non-profit organizations and retirement plans. I believe every investor should have a lifelong plan that provides long-term capital and income growth, a firm understanding of risk and reward, and the advice of a comprehensive team of investment professionals. I am committed to providing quality and consistent advice that takes into account each clients individual needs, while also providing multi-generational investment counseling to help families reach their financial goals. 