Broker Check

Service Options

Risk Management

  • Life Insurance
  • Long-term Care Insurance
  • Disability Insurance
  • Fixed and Indexed Annuities

Investment Management "You drive" No minimum

  • Annual Performance Review
  • Annual Risk Tolerance Review
  • Quarterly Statements From Fund Company
  • Financial Education Newsletter
  • Online Investment Account Access

Additional Services

  • Life Insurance Evaluation
  • Retirement Check-Up (one-time)
  • Email and Phone Support (during business hours)

Financial Advisor's Compensation
Type Commission

Investment Advice "We drive" $50,000 minimum

  • Actively Managed Investment Portfolio
  • Asset Allocation Recommendations
  • Portfolio Rebalancing
  • Annual Performance Review
  • Annual Risk Tolerance Review
  • Financial Goal Planning
  • Investment Advice
  • Quarterly Investment Statements
  • Financial Education Newsletter

Additional Services

  • 24-7 access to your Personal Financial
         Website with UNLIMITED cloud storage
         (powered by eMoney)
  • 24-7 access to your online Financial Goal
         Planning Software (powered by eMoney)
  • Life Insurance Evaluation
  • Retirement Check-up (annually)
  • Semi-annual review meetings
  • Email and Phone support
         (during business hours)

  Financial Advisor’s Compensation Type
  Annual Fee: based on Assets Under Management

Credentials & Certifications

Certified Plan Fiduciary Advisor (CPFA)


Over 50 years of combined experience  

National Association of Plan Advisors Member

LPL Investment Advisor Representatives