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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Community participation

I am a volunteer teacher for high school age youth at church.

Interests

I love spending time with my wife, three kids and our dog; they are the best. I also enjoy all kinds of sports, coffee, music and my Jeep Wrangler. I am very grateful to God for his blessings and walking with me on this journey called life.

I am a member of the Christian Franchise Advisors Network (CFAN)

Mission: CFAN exists to equip advisors to serve clients from a Christian worldview.

Vision: CFAN is an ever-expanding network of franchise advisors who are capable of fully
serving Christian clients.