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Two surfers running from ocean with boards
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Surfers running from ocean with boards
Hiker on a rocky peak overlooking mountains at sunset
Two surfers running from ocean waves with boards
Kayaker on river at sunrise

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Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management, to stress the importance of following a sound financial plan, and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit this website often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn’t want you to miss any developments in the area of personal finance.

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How Long Will Your Funds Last?

This calculator can help you estimate your annual federal income tax liability.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck