While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, a customized strategy  is developed to suit your vision and objectives. My goal is to help you execute a sound financial program utilizing the following  products and services, but not limited to:


  • Managed Financial Programs
  • Retirement Accounts i.e. IRA, 401k, SEP, etc
  • Fixed Income Securities
  • Equities
  • Mutual Funds
  • Insurance and Annuities
  • ETFs

In addition, you will have access to the vast resources of RBC Correspondent Services through their clearing relationship with Cabot Lodge Securities, LLC to help develop a comprehensive investment plan.