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.


  • I enjoy attending my grandchildren's football, basketball, and baseball games
  • Travel
  • Reading
  • Spending time with wonderful friends and family
  • Hiking
  • Exercising

Community Participation

  • Member of local Chamber of Commerce
  • Sponsor of the Lincoln Civic Center's Dixie League Youth Baseball


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Areas of Focus

  • Investment Management
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2006, 2007, 2009, 2010, 2013, 2015


  • CRPC®  Chartered Retirement Planning CounselorSM
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