I was once told that if you do what you love, it's not considered a job. Since 1999, I can honestly say I love what I do, helping families meet their financial goals. I cherish the relationships that I develop with my clients as I come to understand their lives, their goals and their dreams for themselves and their families. In the process they become part of my family.

My experiences with my family and the people I've met over the years have helped shape who I am today. From an early age, my parents taught me that there is no substitute for hard work, dedication and always doing what is right. The talented and beautiful women in my life, my wife, Sheryl, and our two daughters, Ashlynn and Ellie, have helped me understand firsthand the desire to protect and provide for those we love. And my clients have shown me both the strength of humility and the responsibility of trust.

In the past 20 years, I've been trusted with advising my clients through a wide range of life situations, but the ones I deem the most sacred are retirement and preparing to leave a legacy, because you only get one chance; there are no do-overs. Our branch helps individuals and families navigate those decisions both immediately before and during retirement that impact their ability to meet their goals, protect what they've earned and leave a legacy for future generations.

Whether you worry about outliving your money in retirement or have questions about how to best meet your financial goals, we'd love to have the opportunity to meet you and see how we can help.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling

Office Information

Office Hours

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

Branch Team

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