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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

  • Spending time with Diane and our 3 kids.
  • Running - I run and race all distances including marathons and ultramarathons.

Community Participation

Each year I coach a group of grade school children over a 2 month period to run a local 5K as an exercise in self-esteem and to support their school.

Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Education Planning
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Bachelor of Science - Truman State University, Kirksville, MO, 1990

My Videos

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