Each month our Tracy Givers Chapter highlights one of our members.  You, too, can have your business shine! Come join us for lunch every Wednesday at 9:00am to 10:30am. Please contact us for additional meeting information.

"I believe that the interests of my clients come first and by serving them well I will also succeed. My clients are entitled to professional and personal advice and service.

I like to begin each client relationship with a personal review designed to identify long term goals as well as a strategy for reaching those goals. Recommendations should be consistent with the client's financial circumstances, risk tolerance, and on track to achieving their long term goals.

I am a full service Financial Advisor helping clients with their investments in individual retirement accounts as well as corporate 401k's and rollovers. I also work with investments in stocks, bonds, mutual funds as well as long term care, life insurance, annuities, ID theft insurance, and FDIC insured CD's."