My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Running: I grew up as a swimmer and a water polo player. A few years ago I started running (jogging and walking). This year I am preparing to run my 2nd full marathon in the fall of 2015.
  • Tennis: My wife and I both enjoy USTA singles and doubles. This year I captained two teams while playing some.
  • Movies: My wife and I are cinema buffs and enjoy date nights at the theatre.
  • Extras: I also like to camp, swim, pilates exercises, and lift weights when I can find the time.

Community Participation

Chaplain Ministry Services at Deep Meadow Correctional Facility

  • Financial Peace University church coordinator at church

Experience

? 22 ? 100 View scores
 
 
 

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2015

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • B.A. Political Science, University of Richmond, VA
  • M.Div., Theology, Covenant Theological Seminary, St. Louis, MO

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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