Getting organized; it’s the crucial first step to see exactly where you stand financially and make improved financial decisions.
I value relationships based on trust and service as a financial professional. I empower families and business owners to protect and grow their wealth through financial guidance and education. To me, legacy and wealth are about more than money; it is time with the people you love, freedom to say yes to the things you want to, and making an impact with what we have. After 14 years of protecting comm
07/13/2026
Even low inflation rates can pose a threat to investment
returns.
Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.
07/11/2026
When considering a record keeping system for your business, you need to ask yourself some very important questions
Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
07/06/2026
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.
07/04/2026
Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
06/29/2026
Teens might not have much money, but it's important for them to be responsible with the cash they do have.
06/27/2026
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
06/22/2026
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
What Smart Investors Know Savvy investors take the time to separate emotion from fact.
06/20/2026
Could financial stress be undermining your well-being? If you’re trying to practice healthy habits but still feel anxious and emotionally overwhelmed, financial stress may be to blame
Is financial stress undermining your well-being? If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness
06/15/2026
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
06/13/2026
As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.
Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.