When I think about retirement, I think about my parents. My father was a welder and my mother a part-time nurse; they both worked hard and saved their entire careers and as they neared retirement age, they just wanted to know they would be okay financially. I still remember the look on my mother’s face the moment it clicked – all their hard work and dedication paid off, they not only had enough to retire but they would also be able to leave a legacy for future generations. Providing that confidence to my own parents was a rewarding experience and one I will never forget.

My process is simple. Together, we sit down and have a conversation about what’s most important to you. From retiring to helping pay for a child’s college – we all have goals for our future, and it is my job to help you map out a path to get there. During that initial conversation I will walk you through your options based on your unique situation. If you feel we are the right fit, we move forward. All I ask for is your time.

I am an Ohio transplant, moving to Covington when I was five years old with my parents and two younger brothers. My passion in high school was football and I was a proud member of two state championship football teams at Kentwood High School. I attended Washington State University then moved back to Covington upon graduation where I met my wife (a graduate of my rival university – the University of Washington). We currently reside in Covington along with our two boys, Luke and Caleb, where we fill our spare time cheering on the local sports teams, visiting the many parks and trails in our area and seeing grandparents as often as possible.

Thank you for the opportunity to introduce myself. I look forward to walking alongside you during some of life’s biggest moments.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Board Games
  • Trivia
  • History and Museums

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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