Strategies for Effective Personal and Business Planning

Welcome to my website. As a Financial Advisor in Charlottesville, VA, I am commited to helping protect individuals and their families by providing financial education and management services. Whether you need life insurance, disability income insurance, long term care insurance, annuities or retirement planning or investments**, I can help you navigate through the various options to meet your goals.

This website is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. If and when you have questions, I would welcome the opportunity to meet with you to see how I can help.

Whether you are just beginning to save for your kids college fund, starting a business, or nearing retirement age, my goal is to help you get there worry-free. 

Be sure to add my site to your list of "favorites" in your Internet browser, as I frequently update my information, and wouldn't want you to miss any developments in the area of personal finance.