Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I enjoy traveling to new places with my wife Flo, live music, visiting family and playing with our grandchildren Emmett and Natalie . My interests are long distance running, cooking and playing rock, blues and country style guitar.

Community participation

I am an active American Red Cross blood donor. I have been a contributor and participant in activities for the Jimmy Fund, American Red Cross and other charities.