Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I have three little boys- identical twins and an eight year old.... I am a huge baseball player/coach/fan.

I enjoy spending as much time as possible with my wife Tosha and my family.

Community participation

Kiwanis Member