Advisor profile


What you can expect when you work with me

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.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • Business Financial Advisor.

Education

  • Lewis University Bachelor of Arts, Economics and Business Administration

Community participation

Anderson Animal Shelter Volunteer

Mike Williams Cosley Zoo Golf Outing Sponsor

Interests

  • Voluntering at the Anderson Animal Shelter.
  • Working on my golf game.
  • Taking care of my three dogs - Tazer, Willow and Scout.
  • Reading and book club.