My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Areas of Focus

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

Experience

33
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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bowling Green State University

Files for Download

My Videos

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