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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Community participation

I am a volunteer teacher for high school age youth at church.

Interests

I love spending time with my wife, three kids and our dog; they are the best. I also enjoy all kinds of sports, coffee, music and my Jeep Wrangler. I am very grateful to God for his blessings and walking with me on this journey called life.

I am a member of the Christian Franchise Advisors Network (CFAN)

Mission: CFAN exists to equip advisors to serve clients from a Christian worldview.

Vision: CFAN is an ever-expanding network of franchise advisors who are capable of fully
serving Christian clients.