In my 23 years of experience as a financial advisor, I’ve found that it’s of vital importance to partner with my clients, working with them to identify what is valued by and truly matters to them. My intention is to work together to come up with a financial strategy tailored specifically for each client to help them achieve their goals, whether it be planning for a comfortable retirement, enjoying retirement, retirement income, preparing for the unexpected, legacy considerations or saving money on taxes.

At our branch, we believe you deserve to be supported by a team that cares about you, your growth and the achievement of your personal goals.

One of the things I’ve enjoyed most about being a financial advisor is the relationships I have developed with my clients over the years. I love serving my clients and my community.
I believe in hometown service and believe it's very important when dealing with something as important as your financial strategy that you have the chance to deal with someone local who may know a little more about the challenges you face where you live.

I am proud to live and have raised my family in Crawford County, and feel it is important to give back to the communities we serve. I have been coaching youth sports in Robinson for 25 years, and I have been involved with Crawford County CEO, and other programs for our youth. I try to add value to young people’s lives and share some of the lessons I’ve learned through the years.

I am here to partner with you in achieving your goals, answer questions you might have and become the advisor you can rely on. Give us a call or stop by the branch to schedule an appointment. We look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • New Investors
  • Business Retirement Plans

My Personal Interests

  • Coaching Sports
  • Football
  • Golfing
  • Personal Fitness
  • Sports Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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