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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
27
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.