About Our Company

Our mission is to help as many people as we can while building strong, empowering, and valuable relationships with our clients.

I’m affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obligations to investors like you.

But their support for our relationship goes well beyond executing trades. I have the independence and freedom to recommend the financial solutions that best suit your needs—no sales quotas to fulfill or proprietary products to push—ensuring your objectives are what drive all decisions, while their network of people and resources help me pursue your unique goals and vision for the future.

While the organizations behind me play important roles in serving your needs, the most important relationship I have is undoubtedly with you. I work with these organizations to make it easier for me to work for you. If you'd like more information about them, please don’t hesitate to ask. I want you to feel confident that you understand, to your satisfaction, how we work with and through these organizations, why I have chosen to work with Cetera Investment Services, and the absolute priority both Cetera Investment Services and I place on my relationship with you.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.