Member Directory

Since 1984, I have been helping clients manage their wealth. Similar in background and values as those I serve, I strive to build relationships that go beyond the perspective of mere dollars and cents. I treat clients like family and friends, taking the time to explain everything so they feel comfortable and in control of their money.

I focus on retirement and education planning and hold the Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF) professional designations. I am an Investment Advisor Representative of Sigma Planning Corporation (a registered investment advisor) and a registered representative of Sigma Financial Corporation (Member FINRA/SIPC).