My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Ameriprise Circle of Success, 2019-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Kiwanis Member

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.

My photos

1 albums
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