Welcome, and thank you for taking the time to visit my website. I encourage you to explore the site and learn more about our people, our firm, and my practice.
While there are many ways to participate in the financial markets, I believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, I seek to understand each client’s objectives and tolerance for investment risk. Once I have a comprehensive view of each client’s unique needs, goals, and motives, I can then deliver straightforward advice and personalized financial solutions.
Newsletters
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.