In the back corner of the room where I meet with clients, there are two old fishing rods. They're not mine; well, I guess they are now. It's evident they were well loved and well used. They've been in the corner for about six years. I see them every day.

Those fishing rods belonged to a client. His widow gave them to me.

Some years ago, when he got his diagnosis – terminal cancer – he asked to visit with me. We went over his portfolio item by item. He asked good questions, and I was impressed with his attention to detail.

Then he asked, "Is my wife going to be okay?" The two of them had done a good job saving and investing; she would never have to worry for money. I assured him that she would be fine.

He pointed one long skinny finger directly at me. "You take care of her," he told me in no uncertain terms. "Take care of her well. She's never so much as balanced a checkbook. She's not going to know what to do."

I gulped. "I'll do the best job I can for her. I'll do my best."

On one of her visits shortly after he passed, she brought in the two fishing rods. They sit in the corner of the room where I see them every time I meet with clients. They are a reminder every single day of my responsibility to care for my clients. To always treat them right.

The people who come to my office are looking for someone who will take the time to find out what's important to them. Someone who will use an established process to help them reach their financial goals. And someone who will partner with them - for as long as it takes - to keep them on track.

If that describes you, I'd invite you to come by. We'll visit. I'll get to know you a bit better. You'll get to know me. And I'll show you those two fishing rods. Because they will be in my office until I no longer am.

I'm licensed in multiple states. An added value service I offer my clients is to consult, with no obligation, with their family and friends - the people they care about. I'm happy to see if I can help you, too.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Cycling
  • Pets

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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