My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

Avid reader and collector of rare books.

Areas of Focus

  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Education Planning
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Experience

38

Qualifications

  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
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Education

  • B.A., Psychology, The Ohio State University, 1968

My Videos

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