Our Firm

As your financial professional, I’ll strive to provide personalized, goal-oriented financial planning programs that are designed with your needs, circumstances and aspirations in mind. By focusing on your goals and priorities, we'll create a plan together that can help you achieve your long-term financial objectives.

Financial plans for clients take into consideration: Targeted Investment Strategies to achieve asset accumulation, and short and long term goals; Individual Risk Levels to achieve wealth preservation, income and family protection; and Personalized Financial Strategies to achieve ample education funding, retirement funding and estate conservation.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll use this knowledge to design an investment strategy that addresses your unique needs and helps you reach your goals.

With our 2007 move into new expanded offices with upgraded state-of-art technological capabilities, Stellar Financial is well positioned to work for you.