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.

Community Participation

With my wife, I helped start and run a middle school for children with learning disabilities. The Einstein Learning Center helps students with ADD, ADHD, and slight Autism. Our purpose is to help these students prepare for a positive high school experience.

Areas of Focus

  • Retirement Planning Strategies
  • Small Business

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Senior Financial Advisor
  • Master of Business Administration
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Professional Associations

  • National Association of Insurance and Financial Advisors

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