Wealth & Retirement Planning Investment Group - was founded with the goal of assisting my clients in every aspect of their financial lives. I provide the most personal service available for both my individual and business clients. I offer a diverse client base that includes wealthy families, individuals, trusts and corporate retirement/pension plans. I have clients located across the United States. The majority of my clients are referred by existing clients, professionals in my community and other professional advisors.

I offer an initial introductory appointment at no charge. This provides an opportunity for you to present an overview of your financial situation, concerns and expectations to me. Together we then mutually determine if Wealth & Retirement Planning Investment Group is able to meet those expectations and that you will be a positive addition to our clientele.

My goal is to build a long-term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation.

For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

As the founder and President of Wealth & Retirement Planning Investment Group – I am committed to continually enhancing the services that I offer with a commitment to ensure that I offer a premier, comprehensive array of financial services that will address your financial needs. This will allow me to deliver access to a full range of investment products and services that utilizes technologies and other resources and enables me to continue to address my clients' needs long into the future. I am able to give you knowledgeable advice you need on issues such Corporate Pension and 401(k) Planning, Retirement Planning, Investment Analysis and Planning, Individual Retirement Accounts, Employee Benefits Package Options, Estate Planning, other resources and programs that effectively reflect the unique needs of each client.