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.


? 35 ? 91 View scores

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance


View Definitions


  • Bowling Green State University

My Videos(3 videos) X

View All Videos