I strive to meet new people every day through purposeful conversations. I believe in keeping everyone well-informed and letting them make the best decision possible. After 30 years of service, I am convinced that now, more than ever, people need help deciphering the complexities of the financial planning industry. Specialties: My team specializes in protecting your most valuable asset: your income. We take our clients through a unique process that allows us to learn both the tangibles and intangibles of your situation and help you determine the best course of action for you, your family, your business, and the next generation.