Our Team
For over 30 years, I've dedicated my career to guiding investors through some of life's most challenging financial markets. Through consultation, education, and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients manage their wealth, guiding them through investment strategies that best suit their diverse needs. Another important part of my being able to offer excellent service to my clients is my assistant, Kim Krapp. Kim has worked closely with me and my clients for over 20 years. She is a Senior Registered Private Client Associate and quite capable of handling all of your account servicing needs.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 12, 2025
Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.