My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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

Experience

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Areas of Focus

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

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

My Photos(2 photo albums)

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.

My Videos(1 videos) X