Thank you for visiting my Web site!


As your Financial Advisor, I will provide you personalized and professional financial services to help you take control of your finances and reach your goals.  I can help you plan and manage various stages of your financial life.

Depending on what stage you are in, I can assist with planning for asset accumulation, growth potential, consolidation, and asset protection strategies, college funding, retirement income planning (including Social Security claiming strategies), Medicare options, and providing for life's unexpected events.  Please view the MY Services section of this site for a more complete listing of the services I offer. 

In addition to the services I offer, this site contains informative and timely financial articles, financial calculators, up-to-date market information and a new section called Flipbooks.

Flipbooks contains magazine-style articles with illustrations on a variety of key financial topics such as working to create wealth, college funding, Social Security and Medicare.  You can follow the link to Flipbooks provided here, or follow the link provided under the resources tab at the top of this page.

For links to other useful and informative financial websites view my frequently updated Featured Links Page.

Please contact me today to schedule a confidential meeting to discuss your specific financial needs. 


Contact information:

Office: 715-732-9955 X213

Cell: 715-701-2966

Fax: 715-732-9957