"Let's Talk"

I help my clients bring their business, personal, and financial goals into focus and then recommend actions to meet those goals. Working exclusively with owners of privately held businesses, corporate executives, and high net worth individuals, I service the asset planning and estate/business succession needs of our clients. I dedicate the full complement of my  extensive experience and resources to provide recommendations geared specifically toward the accomplishment of my clients’ objectives. Above all, I value my clients’ trust.



  • New Math for Social Security

    In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,294.49 +0.42
Nasdaq Composite 7,869.53 +0.64
NYSE Composite 12,835.26 +0.56
AMEX Composite 2,673.33 +0.48

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