Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits
12
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
  • CRPS® Chartered Retirement Plans Specialist℠
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Education

  • B.A., Business Administration, Financial Management - University of St. Thomas

Interests

  • My wife Ashley and I love spending family time with our children, Norah and George
  • We enjoy spending time with our friends and extended family
  • We travel every summer to Michigan in order to spend time with Ashley's family
  • I'm an avid golfer and enjoy participating in other seasonal sports