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.

Interests

History, Art, Veteran Affairs, French, Early Christian History

Community Participation

Volunteer for Veteran Referral Center

  • Commander 7/13th Artillery Association/Vietnam

Experience

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Areas of Focus

  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies

Awards & Recognition

  • Protect, Grow, Give Award, 1

Education

  • Morehead State University, MA, BA

My Videos(1 videos) X