Mission

My mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. 

Securities offered through Registered Representatives of Cambridge Investment Research., Member FINRA/SIPC. Advisory services offered through Dempsey Lord Smith and Cambridge Investment Research Advisors, Inc., both Registered Investment Advisors. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge markets securities and advisory services through Dempsey. Dempsey is owned and operated by Cambridge and its affiliates. Cambridge's form CRS is at: https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/