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.


Areas of Focus

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



  • CRPC®  Chartered Retirement Planning CounselorSM
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  • Wright State University, BS Financial Services, 2008

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    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.