By Appointment
Gig Harbor, WA 98335
(253) 509-9067
(253) 369-0821 (fax)
I work with individuals helping them prepare for the unexpected and take them step-by-step through the uncertainties of planning for their financial future offering many products and services, including 529 College Savings Plans, Annuities, Disability Income Insurance, IRA’s/ROTH IRAs, Life Insurance, Long Term Care Insurance and Money Management Programs. For business owners, I advise on Attracting and Retaining Key Employees, Protecting the Business, Employee Benefits, Financial Management, Retirement Planning, and Succession Planning.