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Our Qualifications

Our team of three financial professionals have over 50 years of combined experience in the financial services industry working with individuals, families and business owners.

You can read more detailed biographical information on each team member by visiting the "Associates" tab on the home page.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized financial plan that we will help you develop will work as a road map as we move forward together in helping you towards a more secure financial future.

As "life happens" and your circumstances change, we will provide advice based on our understanding of your goals and make adjustments to your plan as necessary.

We’re looking forward to using our expertise to help you pursue your financial goals.

Securities offered through Prospera Financial Services, Inc.
Member FINRA/SIPC
The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.