Broker Check

Client Login

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning

Financial Planning

Log into your secure Living Balance Sheet to connect your accounts and load documents.

LBS Login
Investment Dashboard

Investment Dashboard

Login to Park Avenue Securities to view investment performance.

PAS Login
Plan Documents

Plan Documents

Login to Guardian to view your accounts and policies.

Guardian Portal