“People write country music about me,” I explain with a wink when people ask what led me to a career in financial planning.
A privately owned full-service retail brokerage firm that empowers me to provide personalized wealth management advice based on my clients’ individual needs.
What's the best part of my job? The opportunity to work with a wide range of people from all walks of life. Meet some of them here.
There are some families that you’re born into, and some that you choose. I choose to view my clients not only as business partners, but as extended family, branches extending from the same, strong tree. For more about my philosophy, visit my about page, “meet” some of my clients, and get to know Capitol Securities.
Most importantly: welcome. I encourage you to explore my site and learn more about what I do and how I work. If you should have any questions or if you would like more information, please feel free to contact me. I look forward to hearing from you.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.