Helping you reach your goals is my focus as a financial advisor. I strive to educate you on financial strategies designed for you. Together, we can map out a plan to help reach your long-term goals. Assisting you with retirement goals, insurance or estate and legacy plans is my passion.

I enjoy helping guide families toward their goals. Together, we’ll prioritize your needs, then create a game plan to help reach them. I can help answer questions like:
- Have I saved enough?
- How will I be paid in retirement?
- How long will my money last?

Building a good relationship based on trust, honesty and respect is something I take seriously. You have my undivided attention, whether on the phone or in person, because I believe clear communication is essential. I provide a full-service package, which includes communication with your CPA and attorney if needed. I help you put all the pieces together to see the full picture.

Heather Freeman, Sr. Branch Office Administrator, is the first face you’ll see when you walk in the office. Heather and I have worked together for over 10 years and function like a well-oiled machine. We are proud to offer you excellent service in a relaxed, professional atmosphere. Heather is an Air Force veteran and pays close attention to detail. We work as a team helping you meet your financial goals.

In addition to being a financial advisor, I’m involved in the Milan Chamber of Commerce and the Tri-County Sportsman Club. I love spending time outdoors and traveling with my family and friends. I’m a past president of the Milan Rotary Club where I was very active, and I have served as a trustee on the Greater Milan Area Community Foundation, raising money for grants and scholarships.

I am committed to helping you with your financial goals, including retirement or estate planning. No matter your starting point, there is a path to help you work toward where you want to be, and I look forward to helping you arrive at your financial destination.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Community Outreach
  • Art & Theater
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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