Advisor profile


My approach

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

Golf, Mountain Biking, Hiking, Soccer

Community participation

  • Volunteer Youth Soccer Coach
  • Fisher House Foundation
  • Neighborhood Watch