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
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 4 Registered Options Principal

Education

  • Bachelor of Business Administration, Finance, Western Illinois University, Macomb, IL

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Professional associations

  • Western Illinois University Alumni Association

Previous experience

  • Financial Advisor at H&R Block, 1999-2009
  • Financial Advisor at Olde Discount Brokers, 1990-1999
  • Financial Advisor at National Securities, 1987-1990
  • Financial Advisor at Edward Jones, 1984-1987

Community participation

National Day Of Service with Shepard Community Center

Interests

  • Running and operating my family farm.
  • Physical fitness and health.
  • Riding my Harleys in my spare time.