My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

When I am not working I can be found spending quality time with my wife Julia, our Siberian Husky Luna and our four cats. I also enjoy reading, playing golf, fishing and traveling.

Community Participation

Member, Good Shepherd Lutheran Church Stewardship & Finance Committee

Areas of Focus

  • Women's Financial Strategies
  • Investments
  • Retirement Income Strategies
  • Charitable Giving

My Videos

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