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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • CLTC® Certified Long Term Care
  • Series 66 - Uniform Combined State Law Exam
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Exam
  • SIE - Securities Industry Essentials Exam
  • Series 63 - Uniform Securities Agent State Law Exam

Education

  • B.S. Finance, Butler University, Indianapolis, IN, 2006

Interests

I have an awesome wife, two young boys and a little girl that keep me very busy. I enjoy spending time with family and friends and watching sports.