My mission is to help you plan for your goals, manage your resources and maximize your financial potential.
Contact me if you want to meet with or refer someone to a financial advisor without being sold a product.
I am a Certified Financial Planner (TM) Practitioner and a member of the Financial Planning Association (FPA) and NAPFA (National Association of Personal Financial Advisors). I have been in the financial services business since 1992. I have been with Advanced Asset Management since its inception in 1997 and became majority owner in 2009.