Broker Check


How We Work

Life is full of milestones that often come with big financial decisions: changing careers, growing your family, starting a business, retiring, major gifting, etc. Our goal is to utilize financial planning and available investment options to simplify these decisions and offer honest advice. We want our clients to feel informed and educated about their financial picture.

We offer a full range of financial services to assist with financial goals big and small. Each client will require a unique approach to investment accounts and asset allocation and our job is to find just the right fit:

What Does a Financial Advisor Do

Guide to the Financial Planning Process

We provide assistance in the following areas:


Common Stock


Mutual Funds

Exchange-Traded Funds (ETFs)

Traditional IRA

Roth IRA


Simple IRA

529 Account

Brokerage Accounts


Variable Annuity

Financial Planning

College Savings Plans

Tax Plans*

401k and 403b Planning

Estate Planning*

Profit Sharing Plans

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (425) 453-3443