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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

Golf and Skiing

Community Participation

The Crossing Church Elder Board Member

Lakeland Volunteers in Medicine (LVIM) Board Chairman

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Education Planning
  • Insurance

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 1998-2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
View Definitions

Education

  • University of South Florida: B.A. Finance, 1982

Files for Download

My Videos

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