Love spending time with Kara, my wife of 16 years, and our kids - Lauren, Hannah, Conner & Dillon.
For fun, I coach my kid’s teams and exercise.
I enjoy building relationships with my clients and seeing them achieve their goals.
My favorite parts of retirement planning are long-term care planning and being an advisor for senior living. My favorite tip for clients is that they practice living on a sample retirement budget before they retire. They say this is one of the most helpful things we do together.
I’m regularly in local media and have been interviewed by the Wall Street Journal, CNBC, Money, CNN and Bloomberg, among others.