Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS Finance, SCSU

Interests

I enjoy a variety of outdoor activities, especially those that can involve my wife and kids. My favorite summer activity is waterskiing. Throughout the year I fish, hunt, run in various 5Ks and half marathons, cross-country ski, snowmobile, and bike...depending on the season.

Community participation

  • Volunteer at Feed My Starving Children
  • Participate in highway clean-up
  • Participant in the Mora Half-Marathon, Vasaloppet, Snake River Canoe Race and Bike Tour.