Directing Wise Choices

Personalized Financial Planning and Insurance Services

Creative unique strategies for navigating a personalized approach to financial security.


Strategic Business Consulting

Practical experience with innovative, proven, and transferable processes designed for the 21st century firm.


Why I Am Different

My first priority is helping you accomplish your goals, objectives and intentions by directing wise choices. Whether it’s developing a comprehensive strategic plan or addressing a single concern, my process fosters open and honest communication that leads to personalized solutions. Building long term relationships with my clients has been the cornerstone of my success since 1982.

Discover The Difference

My Process

Begins with a comprehensive discovery process to uncover and define your unique intentions.

My History

Years of practical experience with proven strategies and techniques = wise choices.

Our Values

Authenticity. Integrity. Trust and Transparency are my guiding principles.