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

  • Biking
  • Reading
  • Spending time with family

Community Participation

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

Experience

? 36 ? 98 View scores
 
 
 

Areas of Focus

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

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management AdvisorSM
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Education

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

My Videos(1 videos) X