Advisor profile


My approach

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
  • Estate Planning Strategies
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Consultant - CRPC
  • General Securities Representative - Series 7

Interests

  • Spending time with my wife (and high school sweet heart),my 2 boys Logan and Lincoln, and our dog Luna
  • Golfing - If I break 100 it's a great day
  • Cooking - I've learned that if you burn something, just throw a little cheese on it

Community participation

American Cancer Society

Harvesters

Awards & recognition

  • Five Star Wealth Manager, 2012-2013
  • Ameriprise Circle of Success, 2009, 2011 and 2018