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Mission & Capabilities Statement

My Mission

My approach with clients is first and foremost founded upon a complete and broad understanding of each client's individual circumstances, concerns, needs and goals.

A team approach combines experience, credentials and knowledge of a wide-range of products and services, to be able to provide quality, cost-effective financial strategies specifically designed to help clients realize their unique goals.

Whether it's developing a financial plan*, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis*, my mission is simple: to provide clients with proven, innovative and practical financial solutions.

Likewise, the ongoing goal is to provide outstanding service and accessibility to clients; taking great pride in working and being accessible beyond typical office hours.

My motto is a phrase that has underscored client expectations for more than 15-years...

“Personal Attention ~ Professional Results”

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.