Welcome to Sunrize Retirement & Financial Services, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation.  This website has been created to help you gain a better understanding of the financial and fiduciary concepts behind employer sponsored retirement plans, individual insurance, investing & retirement needs.  Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.

I’m here to help educate you about the basic concepts of financial management; to help you learn more about how I partner with clients; and to give you fast, easy access to market performance data, investment quality and risk management. I hope you take advantage of the resources available and reach out with any questions. Please add this site to your list of "favorites" in your Internet browser. The information is frequently updated to reflect current trends, regulatory changes and requirements, and I wouldn’t want you to miss any developments in the area of group sponsored retirement plans or personal finance.