My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

My wife and I both enjoy the theater, both cinnema and live stage. We attend movies regularly and local productions as well as occasional trips to Broadway in New York.

We love spending time on our boat up at Lake Tippicanoe; we enjoy taking a day to fish, swim and enjoy the fresh air and sunshine. It is a great way to spend time together.

We also enjoy all things Disney and we enjoy the movies, the resorts and we plan to attend a Disney Cruise in the not too distant future.

I enjoy writing and I have written several books that have been given positive critical reviews. I am working to get the first of these published soon.

Community Participation

We regularly contribute to the Community Harvest Food Bank and we support those efforts to help people less fortunate. I consider it a moral imperative that we help one another when we can and I'm convinced Harvest Food accomplishes that mission. http://www.communityharvest.org/

  • Community Harvest Food Bank
21
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies

My Videos(7 videos)

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