My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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
22
Years of Experience ?

Areas of Focus

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

My Videos(8 videos)

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