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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

  • Reading.  I enjoy reading non-fictional books and articles centered around historical, theological, or economic themes.
  • Projects at home.   I find a good deal of relaxation and fulfillment around the completion of home improvement projects.
  • Internet marketing.  I find the world of internet marketing to be far more complex than I imagined it to be, and I have become a student of the topic for my own personal development.

Community Participation

  • Chamber of Commerce
  • Marion Industrial Club

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving

Experience

Qualifications

  • I've helped 100's of clients reach their financial goals.
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Education

  • BS, Business Administration, Bowling Green State University, 1971

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.