Meeting and Exceeding the Objectives of Our Clients
Wealth Management Services
My services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. I specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.
Cemetery Services
I provide prudent, comprehensive investment planning services and personalized guidance for cemetery and funeral home professionals. Keeping current with State Code regulations, I have extensive experience working in the death care industry for more than 26 years.
Special Districts Services
I work closely with general managers and the board of trustees of special districts, cities, and non-profit organizations. My priority is to help ensure my clients’ portfolios are closely aligned with the investment policy statement and are in compliance with the ever-changing regulatory environment.
Stay in the Loop
Sign up to receive news, event invitations, and investment insights directly to your inbox.