We are a team of financial service professionals with over 130 of combined experience in income and tax planning, portfolio analysis and management strategies, retirement planning, risk management, wealth transfer, and succession planning. We are skilled in the integration of employer-provided benefits, investment selection and monitoring the tax-sensitive realities of long-term care and estate planning. Our unified objective is to help you define and achieve your goals.

At UFinancial we work closely with you to understand your unique circumstances and resources. We use this understanding, along with our extensive knowledge of financial services and products, to create a comprehensive financial plan, complete with recommendations. Your UFinancial plan is designed to help you achieve prosperity as expressed by your objectives and your vision. In the process, we work cooperatively with your attorney and accountant, or help you find appropriate tax and legal professionals as necessary, to make your plan effective.


We have individuals licensed to sell INSURANCE products in the following States:

  • Arizona

  • Colorado

  • Delaware

  • Florida

  • Kansas

  • Maryland

  • Missouri

  • North Carolina

  • New Jersey

  • New York

  • Ohio

  • Pennsylvania

  • Texas

  • Virginia

We have individuals licensed to sell SECURITIES products in the following States:

  • Arizona

  • California

  • Colorado

  • Connecticut

  • Delaware

  • Florida

  • Georgia

  • Hawaii

  • Kansas

  • Massachusetts

  • Maryland

  • Michigan

  • Minnesota

  • Missouri

  • North Carolina

  • New Jersey

  • New York

  • Ohio

  • Pennsylvania

  • South Carolina

  • Tennessee

  • Virginia

  • Washington

  • West Virginia

We cannot communicate with, nor respond to requests from, users who reside in states where we are not licensed to conduct insurance and/or securities business.