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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Saving for Education

Education

  • Oklahoma State State University 1980-1985 BS

Community participation

Since my parents moved to Hendersonville in 2009, I have become friends with several of the neighbors in their community. My wife and I have embraced these wonderful people. Currently, I call BINGO on Tuesday nights. We have done this for 5 years. It is amazing, the joy this brings to folks, including myself. I look forward to serving the elder community where I work and live.

Interests

  • I have lived in Hendersonville since December of 1997. I firmly believe we live in a community of choice. My choice was to make this my home!
  • Served on different boards in the county.
  • Currently have interest in traveling and outdoor recreation.
  • Love spending time with my family, camping and going to NASCAR races.
  • Enjoy riding my motorcycle and riding with the Patriot Guard.
  • Honoring service men and women is a priority.
  • Married, have 2 children 3 grandchildren. If there is water we are in it! We all love the ocean!