My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

  • Biking
  • Reading
  • Spending time with family

Community Participation

  • Step by Step Academy, Board of Directors Member
  • St. James Finance Committee, Board Member

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Saving for Education

Experience

34
93 View scores
 
 
 

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • CFP Professional Education Program, College of Financial Planning, 1993
  • Bachelor of Arts, Ohio State University, 1972