I believe professional investment advice and planning should be as individualized as each individual and their situation.  I treat each and every client with the highest standards of professionalism, integrity and honesty..

As a Financial Planner with Blakeslee & Blakeslee, I work hard to guide clients through the somewhat difficult process of planning their short and long term goals.  Financial Planning is a team effort and I will do my very best to help you achieve your financial objectives.   

Whether you seek to retire, reduce your tax burden, invest in your child's education, or pass wealth to heirs, I will provide advice tailored just for you.

I joined Blakeslee & Blakeslee in 1998 and over the past 13 years, I have had the privilege of working with many great clients. I am dedicated in my pursuit to ensure that every client is served with the highest level of personal and professional service.

As my client, you would be encouraged to maintain an ongoing relationship with me to keep your long-term financial goals in perspective. I take the time with each and every client to put together a customized investment portfolio and financial plan to address their specific needs and goals.