Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving

Community participation

  • Marion Area Visitor's Bureau - Capture the Moment
  • Marion Family YMCA
  • Marion County Youth Fundation
  • Marion Area Chamber of Commerce
  • Marion Red Cross
  • United Way of Marion