Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Investment Management

Qualifications

  • CLTC® Certified Long Term Care

Interests

My interests include fishing with my wife, spending time with our rescue dog, working out, volunteering for church and charity events, watching/attending football games, and singing/writing music.