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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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

20

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., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.