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

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

Experience

? 45 ? 95 View scores
 
 
 

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2001-2014
  • Diamond Ring Club Member, 2011

Qualifications

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