Comprehensive guidance to support your needs


Empowerment is the process of enhancing the ability of individuals to make well founded choices allowing them to achieve the outcomes they desire.

Many years ago I made the decision to empower myself. This came about simply because someone in a rather dismissive manner made the comment that I “probably wouldn’t understand” a certain financial concept. They would have been perfectly correct had I been willing to accept that thought as being the truth, but I didn’t. Today, as integral parts of my everyday life, I continually enhance my knowledge and skill base knowing full well this is not only essential to a professional financial adviser, but is absolutely critical to providing the best and most current information and advice to my clients.

In the same sense, I feel that it is my responsibility to offer the same empowerment to those who trust me as their financial adviser. I work for and with you to ensure we achieve the goals we have established. Increasing your knowledge and understanding- empowering you - makes us better partners in this financial journey.

To aid us in this joint endeavor, I have a team of dedicated assistants who also fully understand how their personal empowerment through continual learning and commitment to their roles helps both me and our clients enjoy the greatest success.

This is the purpose of empowerment in healthy relationships.


“Happiness is not the absence of problems; it’s the ability to deal with them.”- Steve MaraboliLife, the Truth and Being Free