I have over 41 years of experience in the financial field and have spent most of my career with The Legend Group and Lincoln Investment. My family was always very business and service oriented, and I have helped "clients" from the age of 9. My passion and one of my greatest joys in life is meeting and helping people. My mission is to help people identify and articulate their financial goals and help them understand how to reach those goals.
I use the answers to 2 questions to help me get to the heart of my relationships with my clients. "What do you need?" and "What do you want to do?" My challenge then is to help them accomplish meeting their needs and planning for achieving their goals. I give my clients reasonable approaches to achieve their goals and always try to explain ideas and concepts in ways they can understand and implement. As my clients’ career moves or retirement take them into different parts of the U.S., I am always here to maintain our relationship and work with them towards their goals.
My wife and I have grown children and enjoy sharing many activities with our family. When I am not in my office or meeting with clients I try to fit in time to enjoy working with my son on home remodeling projects, and enjoying many outdoor activities, and traveling. In addition, I am very active and involved in many capacities in my church.
- CERTIFIED FINANCIAL PLANNERTM professional
- Durable Income Strategies
- Retirement Income Planning and Implementation
- Retirement Planning
- Saving for the Future
- Investing Made Simple
- Life and Long Term Care Insurance
Registered in AZ, CA, CO, FL, GA, IN, MD, NC, NY, WI