My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Bethel University Football
  • Reading Military History
  • Taking the grandkids out on our boat

Community Participation

  • Calvin Christian School
  • Bethel Gridiron Club

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Qualified Kingdom Advisor
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Education

  • BA Psychology, Bethel University, 1979

Previous Experience

  • Financial Advisor / Branch Manager at Raymond James Financial, 2004 – 2012
  • Partner at Franke, Laurion & Stanley, January 1986 – June 2002
  • Registered Rep at IDS Financial Services, March 1981 – December 1983

Files for Download

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