I am a financial advisor and registered principal specializing in providing clients with comprehensive wealth management, retirement and investment planning services. My focus is working with goal driven individuals and closely held business owners in reviewing their investment plans, life insurance portfolios and employee benefit programs. Our clients range from friends & neighbors to mid and senior level corporate executives, business owners, professionals and civic/community leaders. Specialties: Independent investment management, life insurance, cost efficient group health insurance strategies including HSA and HRA plans as well as employee centered 401(k) plans.