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

When I am not in the office, I enojoy spending time hunting, fly fishing, and collecting coins. I take regular trips to visit my my oldest son Jeff and his family in Australia and my younger son Jeremy and his family in Honduras.

Community Participation

I sit on the Board of Directors for Cardinal Services, Inc. of Indiana and for InterComm

I support my son Jeremy with his mission work in Honduras

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies

Experience

43

Awards & Recognition

  • Ameriprise Circle of Success, 2009, 2011, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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My Videos

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