Our Qualifications

Why Us?

We’ve been working with individual investors since the 90’s.

Our entire staff has a Series 7 registration.

We hold multiple other professional designations and are registered to provide a variety of financial products and services including stocks, bonds, mutual funds, annuities, CD’s, preferred stocks, insurance, fee-based managed accounts, futures, and options. We’re able to access virtually the entire menu of financial products and can help you sort through it all to determine what’s right for you.

We use our extensive personal and professional experience in all areas of financial strategy to help you pursue your goals.

We care about you. (That matters and we know it. And we won’t forget it.) 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.