Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits


  • CLTC® Certified Long Term Care®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health


  • B.S., Business Management - Simpson College, 2011

Community participation


I enjoy spending time with my beautiful wife and 3 children and participating in their sporting activities.

I also enjoy annual trips to Canada for walleye fishing with my friends and the Caribbean with my family.

In my free time I collect football and baseball trading cards.

When it's not snowing I like to stay active and fit. I will be doing my 1st "Tough Mudder" coming up this July!!