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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
21
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