Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances

Education

  • Taylor University, BA in Business Administration, 1998. Upland, IN.
  • Covenant Seminary, Masters of Arts in Counseling, 2012. St. Louis, MO.

Community participation

I enjoy working part time at Crossroads Counseling Center where I help individuals, couples, and families struggling through relational issues, anxiety, and crisis.

Interests

I enjoy spending time with my wife and three children and when time allows, heading out west for some snow skiing or fly-fishing.

My photos

1 albums
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