Advisor profile


My approach

I care about what’s important to you

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 Plan Distribution
  • Insurance
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Community participation

Kiwanis Advisor to the David Turnham K-Kids Club

Member of the Dale Kiwanis Club

Assistant Coach at the North Spencer Minutemen Football Program