My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right 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

My Videos(2 videos) X