Broker Check

Products & Services

As a client of mine, you become beneficiary to a powerful alliance with Kestra Financial.  Through our strategic relationship, we are able to access a comprehensive menu of wealth management solutions for the affluent, including brokerage services, more than 200 mutual fund families, separate accounts, alternative investments, top rated insurance carriers, and group benefits for small businesses.  To compliment these resources, my firm may also work closely with your CPA or attorney while considering your plan.


  • Brokerage Services
  • Fee Based Asset Management
  • Separately Managed Accounts
  • Alternative Investments
  • Fixed, Indexed, & Variable Annuities


  • Term, Whole Life, Universal Life, & Variable Universal Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Group Benefits - Section 79 & 125 Plans
  • Key Person & Buy/Sell Coverage

Financial Planning

  • Fee Based Financial Planning
  • Retirement Plan Distributions
  • Estate Plans
  • Insurance Needs, Analysis & Audit Review

Tax Planning

  • Simple IRA
  • Individual "Safe Harbor" 
  • 401(k)
  • Money Purchase Plans & Profit Sharing
  • Defined Benefit & 412(i) Plans
  • Deferred Compensation & Split Dollar Life Insurance 

*Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC and of Kestra Advisory Services, LLC. Kestra Financial, Inc. and its subsidiaries do not offer tax or legal advice..