My Background

At Vineyard Wealth Strategies Financial & Insuance Solutions, I sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons I created this firm back in 2017. 

You can take comfort in the fact that I have been a part of this community all of my life, and therefore have a vested interest in seeing my friends and neighbors succeed. In fact, I probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about my qualifications, you may find it reassuring to know that I am celebrating my 8th year of experience in the insurance and financial services industry.

Of course, my background isn’t really the one that matters. I've found that getting to know my clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let me know.

 

Calculators

Newsletters

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,679.90 -0.33%
Dow Jones Transportation 10,461.73 -0.29%
Dow Jones Utilities 791.19 +0.12%
Nasdaq 100 7,376.70 -1.69%
NYSE Composite 12,616.80 -0.32%
AMEX Composite 2,550.62 -0.04%
PHLX Semiconductor Index 1,345.58 -4.02%
OSX Oil Service Sector Index 85.58 -0.21%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.