I became a financial advisor after serving 22 years in the United States Air Force. I was interested in the career as a financial advisor after seeing many of my fellow airman having difficulties in financial planning especially in retirement. In my spare time, I enjoy fishing mainly saltwater both on and offshore, hydroponic gardening and my pets which include dogs, cats and chickens. I also enjoy being a Rotarian. I've been a member for over 18 years, which gives me a chance to give back to my community and to the world.
I am a seasoned financial advisor with more than 18 years of experience in helping investors reach their goals. I like to work with clients that are serious long-term investors seeking to fill in some of the blanks they have in their current plan. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses.
Based on what's important to you, what your risk tolerance is and what your time horizon is, I want you to focus on several goals to include retirement, emergency funds and any other "what if" scenarios we uncover. We start the process by asking a few questions. What keeps you up at night? What are some of your financial concerns? What goals are you looking at in the next year, five years, 20 years and beyond?
My goal is to help you to live everyday like it was your last, but have enough money for tomorrow in case it's not. That's the balance I'm looking for.
Schedule an appointment so we can discuss your options.