Investment Services

I am a FINRA Registered Representative through Mutual Service Corporation (Member FINRA & SIPC), and have been helping people invest and manage their personal assets through mutual funds, annuities, IRA’s, 403(b) plans and SEP-IRA plans for the self-employed since 1981. 

Investments and annuities are offered through many investment companies.  I am not a stockbroker, so I do not have any “house funds” that I am required to offer.  Each investment plan is tailored to meet your personal needs and reflect your risk tolerance and financial goals.