We are fiduciary advisors who have
the passion necessary to provide
objective guidance and insight to our clients.
In our efforts to advance the interests of our
clients, one thing is absolutely clear—each person's
situation is different. Therefore, our approach is
to pursue an in-depth understanding of your
situation as well as the personal values you
hold. Over a 41-year career, this simple yet
intimate approach has helped us guide our clients
toward their goals and has produced many rewarding
relationships along the way.
We both hold the CERTIFIED FINANCIAL PLANNER™ Certification and are Certified Senior Advisors, and we
are investment advisor representatives of KMS
Financial Services, Inc.