Broker Check

The Team Approach = Well Rounded Financial Decisions

I believe good financial advice is given only after the Client’s Investment, Tax and Legal environments are taken into consideration. We utilize a vetted team of independent professionals to help develop Investment Planning strategies for our clients. We often work directly with your existing CPA* and Attorney*. Our team includes in house CPA's* and Attorneys* and if needed a Lending Specialist, Group Benefits consultant and an Insurance specialist. I feel the quality of our advice is increased from the close communication of this team. Our clients appreciate the convenience of having a team of professionals available to help meet their needs.

*The above-mentioned professionals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is provided entirely on behalf of the individual and is in no way related to Cetera Advisor Networks LLC, or its registered representatives. 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.