I enjoy the opportunity to partner with investors in creating and implementing strategies that work toward specific goals that we set together. Whether it's for planning for retirement, saving for college for children or grandchildren, special needs considerations or just trying to protect the financial future of the ones that we care the most for, I take time to identify each goal and develop the strategy to address it. I want to understand your "why." I also coordinate and work in tandem with other professionals who include CPAs and estate attorneys, as well as life insurance specialists to execute needed actions.

Our process begins during the initial visit. I ask several questions, listen carefully to the answers and clarify them so that I understand your needs and goals. We then discuss your tolerance for risk and experience level to put in place the best strategies for you.

Having been in the financial services industry since 1987, I have helped clients navigate through four of the five highest "fear index" periods our country has witnessed since 1945. Our clients appreciate the time that I take to educate them on the strategies, costs and investments we will be using. This helps them feel more comfortable and in control when making decisions.

Our team include two senior branch office administrators, Julie Whiteaker and Christy Williams, who have 34 years and 24 years respectively, in the financial services industry. They too are detail oriented, caring and focused on providing a great client experience.

I have been married to my high school sweetheart, Suzanne, for 35 years. We have a wonderful family comprised of our three adult children: Zach, Abby and Jake; daughter-in-laws, Megan and soon to be Kristin; son-in-law, Michael; and four grand children; Amelia, Payton, Caroline and Jack.

My "free time" is spent with my family, friends, volunteering for local charities or on a lake or golf course.

We look forward to the opportunity to partner with you and your family!

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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