A Coordinated and Integrated Approach To Your Success

I am committed to doing the right thing for my clients, knowing that people matter, while holding to the highest of standards.

My mission is to use my skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is so important – and I am committed to working tirelessly to create the right strategies to optimize your wealth building potential and financial well being.

I offer an array of specialized strategies that address virtually all of your financial needs. The Living Balance Sheet® is a state-of-the-art planning tool that provides you with a detailed, holistic view of your financial world at any given time and helps me work with you to model and address a variety of financial scenarios and outcomes.

Knowing how quickly events can change, I stay abreast of current legislation and trends, and how they might impact your financial future.

I am a Financial Professional of Guardian with The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, I am well equipped to work with you to build your future.

Compliance number:2018-60903, exp 6/20

This material is intended for general public use. By providing this material, Financial Focus is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 14021 Metropolis Avenue Fort Myers, FL, 33912, 239.561.2900

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY

Important Disclosures

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