My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help my clients meet their goals both personally and professionally as business owners.
I analyze your current financial situation and offer total solutions through a network of experienced professionals with detailed knowledge in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
My personal goal is to become a lifetime resource for every client. I pride myself on getting to know each client. I strive to understand your needs and what matters most to you.
I help you build your financial dream house.
Service area includes South Bend, Michiana, New York and New Jersey areas.