In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes, and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change so you can embrace your financial future with confidence no matter what the environment.

• Porfolio Manager, UBS PMP
• First Vice President - Investments
• 2010 Pacesetter Club
• Over $100,000,000 plus assets under management
• Over 28 years experienced Financial Advisor

• Indiana University Bachelor of Science in Business Degree, Finance Major

• Licensed Variable Annuity Agent, FL
• Licensed Fixed Annuity Agent, FL
• Series 7, Series 63, Series 65 licensed
• Licensed Life Insurance, FL

CA, FL, GA, IL, IN, MA, MD, ME, MI, NH, NY, OH, PA, VA, VI