Coming from a hardworking farming background, I appreciate the work and planning that goes into building a secure future. I partner with my clients to build custom portfolios to help meet their unique financial goals. I have over 20 years of experience in the financial industry and am very passionate about educating and serving people in this capacity.

Whether you are preparing for retirement or living in retirement, I can guide you through the process of building your "nest egg." I also help small business owners with tax reduction strategies and legacy considerations. I take great pleasure in helping families take steps to grow, share and protect their wealth in the form of education savings, investment opportunities, estate considerations and charitable giving.

Beyond the office, I enjoy spending time with my family. One of my favorite things to do outside of work is helping my son with his Boy Scout projects. Some of my other hobbies are woodworking and landscape photography. I am also very involved with my church, The Immaculate Heart of Mary, and am passionate about giving back to my community.

I look forward to helping you take the steps towards making your dreams a reality!

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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