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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Areas of Focus

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

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Wright State University, BS Financial Services, 2008

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