facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Welcome to the client center where you can easily schedule an appointment, safely upload documents to our office, or access client services website portals. 

In addition, we have established a 'Tools & Resources' section to provide you with easy to find website links for common topics of interest. If you have a suggestion to make this section more valuable, please let us know.

Schedule a: 

Phone call client meeting

Client Portals: 

Secure Portal MoneyGuidePro Schwab Log In

Tools & Resources:


  • CarFax - Vehicle history reports, search used cars for sale, etc.
  • Edmunds.com - Consumer information experts (e.g., car pricing, reviews)
  • Kelley Blue Book - New & used vehicle pricing and reviews




  • Bankrate.com - Mortgage calculator and related information
  • Eloan - Compare loans, quotes, and calculators
  • Realtor sites - Customized home searches by city, find local mortgage information, find a realtor

Income Tax

  • IRS Website - Information on forms, publications, and frequently asked questions
  • Current IRS Forms - Search or select from popular forms on main page (e.g., Forms 1040, W-4, W-2, W-9)
  • Refund Status - Check the status of tax return refunds


  • Medicare - Official US Government site for Medicare
  • Social Security - Site to verify benefits and your earning history