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With experience and proficiency in both the tax and financial services areas we have the unique ability to integrate tax planning with your investment strategy.

Most important, I hope you see the value of working with an accomplished professional and take advantage of my unique skill set. I will use this distinct advantage as I help you achieve your long-term financial goals.

 

Click on the video below for an introduction to our company.

 

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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