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Welcome to Current Investments

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.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Years of experience have prepared us to guide you through your life transitions.

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What Makes Us Unique

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Where Do You Want Your Financial Journey To Take You?

Where Do You Want Your Financial Journey To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Current Investments, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Suggested Content:

8 Timeless Principles of Investing 

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Your investing journey can lead you into uncharted waters.  Let us be your guide.

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