My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and
experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I invite you to explore this online resource and learn more about me and my team. Determine your Retirement or College Funding needs with our Calculators. Browse our Research Articles section for knowledge of many
relevant issues. Periodically review my Newsletter Articles for timely information.
For my clients, receive immediate Policy and Account Value information.
Please feel free to contact me with any questions or suggestions!
Over 33 years of retirement planning experience with the following designations/certifications:
I am committed to providing financial education that empowers people to make informed financial decisions.
I invite you to join my team for one of our seminars and webinars. These seminars include such topics as Retirement Planning, Social Security and Estate Planning.
Please check our list of upcoming seminars. We would love to have you join us!
Take control of your investments with Blue Ocean Wealth Solutions. There are no limits.
Education brings opportunity. Check our list of upcoming seminars, we would love for you to join us!
Our experience and enthusiastic team thrive on client satisfaction. Please visit our team page to learn more about our advisors.
Whether you're a party of one or six, Blue Ocean Wealth Solutions customizes your investment strategies to fit your current needs and future goals. Click to learn more about the services we offer.
A good defense is the best offense. Let Blue Ocean Wealth Solutions surround you and your family with leading insurance policies.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
Managing your company’s 401k program can seem complicated, but Blue Ocean will make it easy. Our benefit strategies will help leave your employees in good standing.