Financial Professional

Get ready to take control of your finances

We can help you create long-term strategies for building wealth and managing risk. We can help you track, manage and balance your investment portfolio. We can also provide helpful advice on lots of other financial issues and decisions.

Life Insurance

Why is life insurance important?
Buying life insurance protects your family from financial losses that could result if something happened to you. It provides financial security, helps to pay off debts, helps to pay living expenses, and helps to pay any medical or final expenses.

Retirement Planning

A financial professional can estimate your future financial needs and plan ways to stretch your retirement savings.


A seasoned investment pro can also help you stay on the roller coaster of investing—even when your investments take a dive.

Estate Planning

Whether you just bought your first home or have been running your own business for 30 years, you get to choose what to do with those assets you’ve worked so hard for.

Tax Planning

No matter how old you are, dealing with taxes can feel overwhelming—especially as you get closer to that dream retirement. A tax professional can explain how taxes impact your finances.

Schedule some time

Let me answer your questions?
By using a financial professional you will feel more confident about your financial future. I take my job seriously and enjoy helping others set themselves up for a successful financial life.

Financial Professionals

All financial planners are financial professionals, but not all professionals are planners. A financial planner focuses on helping people create plans to reach long-term goals. They help with things like starting a college fund or saving for a down payment on a home. You can think of them as financial mapmakers, helping you chart your journey.

Prepare to meet your financial professional

List your assets and liabilities


Outline your income and expenses


Write down your goals


Consider the needs of your family


Get your financial documents in order


Prepare a list of questions

Document Checklist

Bank & Investment Statements


Insurance and Annuity Statements


Mortgage & Loan Documents


Retirement plans & Social Security Statements


Wills, Living Trusts, Durable Power of Attorney


Tax Documents


Do I need an accountant to do my taxes?

43% of Americans file their taxes using an online digital service or by hand. Just 36.8% hire a professional to help.

How Much Do I Need to Save for Retirement?

One easy-to-remember rule is the 25x rule. The 25x rule gives you a baseline retirement savings goal. Simply:

  1. Take your current monthly spending level and multiply it by 12 to estimate your annual spending.
2. Multiply your annual spending by 25.

How Much Do I Need to Save for College?

Based on recent data, the average net price for a year of college is:

  • $9,687 for public in-state schools
  • $21,184 for public out-of-state schools
  • $35,087 for private schools
  • $3,730 for tuition and fees at two-year public colleges, also called community colleges
  • $3,500 to $14,500 for trade schools
How Do I Set Up a Savings Account for My Child?

You can open a savings account for your child as soon as they have a Social Security number. You have two options: a custodial account or a joint savings account. In either case, you’ll need identification and an initial deposit.

With a custodial account, you will manage the account; your child won’t be able to conduct any transactions without you. With a joint account, your child may be able to do more on their own, including using a debit card.

What's the best way to protect my family and myself?

A financial plan can also help you focus on crucial issues like emergency preparation and insurance. Do you have enough cash to cover at least three-to-six months’ essential living expenses? When was the last time you reviewed your health insurance coverage? Do you need life or disability insurance and how much? These are the deeper questions a plan can help you answer to protect your family from the unexpected.

What Are Long-Term vs. Short-Term Capital Gains, and Why Does It Matter?

When you sell a capital asset like a stock, the difference between your proceeds and the cost of your purchase is your capital gain (or loss). If you’ve held the asset for one year or less, that gain or loss is short-term. If you’ve owned the asset for longer than a year, your gain or loss is long-term.

This is an important distinction because short-term and long-term gains are taxed differently. A short-term gain is taxed at whatever your effective tax rate is. For example, if you’re in the 35 percent tax bracket, all your short-term gains are taxed at 35 percent. Long-term gains have a special tax rate that is typically 15 percent but that can drop to 0 percent in certain situations, such as if you’re a low-income taxpayer.