Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • BS, Business Administration, Bowling Green State University, 1971
  • Graduate Studies at Ashland Theological Seminary

Community participation

  • Chamber of Commerce
  • Marion Industrial Club

Interests

After working as a minister in the United States and France for 25 years, I developed a deep appreciation for cultural differences and the importance of building relationships. This experience has proved invaluable in my role as a financial advisor, where understanding my clients' values and goals is key to providing personalized advice. In my free time, I enjoy reading and studying articles on history, theology, and economic themes, which allows me to continue learning and growing intellectually. Spending time with my wife, Pam, and our goldendoodle, Cooper, is also a cherished part of my life.