My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Areas of Focus

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

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Wright State University, BS Financial Services, 2008

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