Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Employee Stock Options
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S., 2002 General Studies, Indiana University, Fort Wayne, IN
  • A.S., 1998 Law Enforcement, Vincennes University, Vincennes, IN

Community participation

Maumee Lodge #725 F&AM - Secretary and Past Master

International Order of Job's Daughter's - Associate Grand Guardian, State of Indiana

Scottish Rite Valley of Fort Wayne - Class Director

Interests

Green Bay Packers Football

Boating and jet skiing

Spending time with my wife, Reneta and daughter, Gabrielle

"Weekend Warrior" handyman