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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
14
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.