Ever since I was little, I've loved money, math, work and people. I began reading and stockpiling financial magazines at 10. I grew up wanting to be successful, hardworking, caring and loving. There's no magic bullet to life – it's called hard work, making smart decisions, avoiding big mistakes, being consistent and achieving daily progress one step at a time. In my 50 years of life, I've experienced a lot!

I joined the Army National Guard at 17 to help pay for college and serve my country and state. I attended MSU and graduated with degrees in business finance and political science and a minor in accounting. I followed my dreams and began my financial career in 1994 and never looked back! My goal has always been to be the best, do every job with pride and enjoy life's journey.

My family is my pride and joy! I have a wonderful wife, Tasha, and four awesome children, Ryan, Blake, Brooke and Jacoby.

I've owned businesses, rentals and about every major type of financial investment. I hold my Series 7 and 66 financial registrations, and am licensed in Accident, Health, Sickness, Life Insurance and Annuities.

My team and I have an established process that we consistently use with each client and business. We are proactive and pride ourselves on having the best service possible. 90% of our business comes from referrals. Call us anytime! We'd love to visit to see if we can partner together and create a long-term relationship as your financial team.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More