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

Family

Bible Study and Fellowship

Fitness

Sports

Outdoor Activities

Antiques

Community Participation

Coach for Crown Point Pups Basketball

Indiana Dunes Great Banquet

MAAP Services for Autism and Asperger Syndrome

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • B.S. Accounting and Finance, Olivet Nazarene University, Bourbonnais, IL

My Photos(4 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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