Advisor profile


My approach

What are your priorities? Many people have concerns about investments, wealth management and legacy building, particularly in light of Covid-19. Let's consider a holistic approach to finance. Share your story and explore how I may assist you in realizing the life you desire. There's no obligation. Those who enter an ongoing relationship are offered a simplified investment and planning process, with resources to assist in every aspect of finances: cash management, checking and savings, investments, lending, mortgages, wealth transfer, life insurance, annuities and long-term care.

Are you a CEO, CFO, HR Director or fiduciary of a corporate retirement plan? You have enough on your plate without worrying about fidelity bonds, corrective distributions, investment fees and whether or not your employees are receiving the service they deserve in preparing for retirement. I work with corporate executives in evaluating your 401(k), 403(b) and other plans. My passion is in designing and improving retirement plans to help you stay compliant and assist your employees in retirement-readiness.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7Series 66Series 65Series 63SIESeries 24

Education

  • Bachelor of Arts, English, University of Missouri, Columbia, Missouri
  • Master's, Divinity, Bethel Seminary, San Diego, California

Interests

  • Family: Jennifer and I have three children ages 13, 12 and 10. Our relatives live in Florida, Oregon, California, Arizona, Utah, Colorado, Wisconsin and Indiana.
  • Community: It's been an exciting time diving into our kids' lives, meeting parents of their friends - it truly 'takes a village' - while continuing to lean on long-lasting acquaintances .
  • Hobbies: Kids' activities include theatre, dance, singing, horses, engineering projects and taekwondo. I play golf and lead a tribute band. Jen recently performed in Footloose with one of our daughters.

Community participation

New Hope Presbyterian Church

Rotary Club of Fort Myers South

Previous experience

  • Financial Advsor, Merrill Lynch, 2016-2021