Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances

Education

  • Taylor University, BA in Business Administration, 1998. Upland, IN.
  • Covenant Seminary, Masters of Arts in Counseling, 2012. St. Louis, MO.

Community participation

I enjoy working part time at Crossroads Counseling Center where I help individuals, couples, and families struggling through relational issues, anxiety, and crisis.

Interests

I enjoy spending time with my wife and three children and when time allows, heading out west for some snow skiing or fly-fishing.

My photos

1 albums
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