My Approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Interests

  • Spending time with family, especially my six grandchildren.
  • Duck hunting
  • Fishing
24
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 21 reviews 96.00

Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Previous Experience

  • Financial Consultant, LPL Financial, LLC, 2002-2015
  • Investment Advisor Representative, Integrity Financial Planners, LLC, 2002-2007
  • Financial Planner, Metlife, 1994-2002

Files for Download

My Videos(2 videos)