For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice.

Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals & needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented & risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.

I can help you address your needs of today and for many years to come. I look forward to working with you.