SCHEDULE AN APPOINTMENT
>>CLICK HERE to easily set up an initial, complimentary call with me to discuss your goals.
I have over 23 years of experience in the financial services industry. Since 2001, I have been focusing on working with teachers and retirees looking to turn their hard earned savings into a lifetime of retirement income. My mission is to build relationships based on trust and competency, while striving to act in the best interests of the client.
As a financial advisor, I understand that everyone's economic and life situation is unique and am dedicated to learning about your individual goals and dreams, and to working with you to help you achieve them. Being an independent financial advisor allows me to offer a wide variety of products and services in order to customize a plan to meet your individual goals.
I am happily married to my lovely wife, Jolene, and we have two wonderful daughters. Away from the office, I enjoy the outdoors, fishing, and spending time with my family and friends.
- Certified Retirement Counselor®
- 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, KY, LA, MD, NC, NY, OR, PA, SD, VA