Who am I? You will certainly get to know me as your financial advisor, but allow me to describe who I really am.

Although I never take my clients' comfort level with risk lightly, I have a personal "need for speed." Skydiving? Been there and done that (and got the t-shirt). Paragliding? Could not have been more exhilarating. Fast car racing? Not yet, but it's on the bucket list!

Many moons ago, I played baseball. I am still hoping for a "Field of Dreams" to happen. Until then, I'm enjoying challenging my mind and body by practicing Tae Kwon Do (WTF style).

A hobby that no one would guess about me is that I love to take my telescope out to dark places and look at the stars and planets. Yes, you can see pictures on the Internet; but, there is something about seeing it with your own eyes that makes it special.

Focusing on family is central to my foundation. I have the privilege and honor to be married to my wife, Allison, for over 20 years and the father to twin girls, Ashlyn and Ansley. I would be remiss to not include our little fur baby, a "Teddy Bear" dog named Darby, as I am her biggest play partner.

One concept important to me with which I help clients is giving back to the community with time, treasure and talent. United Way and cancer-focused organizations are top at my list. What about yours?

So, if you want help with financial issues and either feel overwhelmed or simply do not have time to focus on them, give me a call. Let me do the heavy lifting. I promise I won't bite, and I want you to feel part of my financial advising family.

Focus areas

  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options

My Personal Interests

  • Astronomy
  • Hiking
  • Genealogy
  • History and Museums
  • Skydiving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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