Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Master of Industrial Engineering - University of Iowa 1975
  • Master of Civil Engineering - Purdue University 1965
  • Bachelor of Civil Engineering - Purdue University 1960

Previous experience

  • Morgan Stanley - Financial Advisor, 1982-2020