Advisor profile


We care about what’s important to you

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

  • Investments
  • Retirement Planning Strategies
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Taylor University, BA in Business Administration, 1998. Upland, IN.
  • Covenant Seminary, Masters of Arts in Counseling, 2012. St. Louis, MO.

Interests

I enjoy spending time with my wife and three children and when time allows, heading out west for some snow skiing or fly-fishing.

Community participation

I enjoy working part time at Crossroads Counseling Center where I help individuals, couples, and families struggling through relational issues, anxiety, and crisis.