My Approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Interests

I enjoy reading, especially business and financial books, watching football, and spending time with family. I particularly like trying to keep up with my son, who is involved with baseball, swimming, and martial arts. We also enjoy walking on the Fort Wayne Trails.

Community Participation

I help with special events at my son's school. I also enjoy volunteering at Community Harvest Food Bank.

Areas of Focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Insurance

My Videos(10 videos)

View All Videos