Broker Check

Financial Products & Services

I offer personalized, hands-on service to educate my clients about financial concepts and products.
My goal is to take the mystery out of investing, insurance, estate conservation, and preserving wealth for you.

You are encouraged to ask questions.
Where applicable, I recommend specific services that are critical to your financial well-being.

When financial products are needed, I recommend high quality products.

Your case will range from simple to complex. If additional expertise is needed, I will make recommendations to other professionals either within or outside of my firm.

Either way, we can help you reach your goals.


Retirement Planning

Estate Planning

Charitable Planning

College Funding

Business Buy-Sell Plans

Non-Qualified Retirement Plans

Employee Benefit Plans


Life Insurance and Fixed Annuities

Mutual Funds*

Variable Annuities*

Managed Money Accounts*

Disability Insurance

Long Term Care Insurance

IRA's (Traditional, Rollover, ROTH)

401(k), Pension, Profit Sharing Plans


*These products are offered through Park Avenue Securities