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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • Working in the carpentry trade with my father as a child taught me a lot about fine caftsmanship, paitence, hard work and planning. I continue the trade today as a hobby and will hopfully pass the enjoyment on to my children.
  • I love to golf and spend weekends at the lake with family.
  • With a growing family, my wife Erin and I look forward to watching our children grow, learn new things, and explore all that the world has to offer.
  • We love to watch the boys with the birds on the bat.