For more than 19 years I have been working with people who want to grow, preserve and distribute their money effectively and efficiently. My ideal clients are those who are open-minded to change and are serious about reaching their most important financial goals.

Preparing you for the certainty of uncertainty, and ensuring that you will always have a proper place to access your money, is critical as we work together. We really don't know what the future holds, but we can prepare for it.

My process is relatively straightforward. I will begin by learning what is most important to you, where you are starting from and where you want to go.

After establishing where I can add value, I will outline the process our team uses in helping you reach your goals.

From there, we will partner together for as long as it takes to help you stay on track. My goal is that you feel understood as we work together. By keeping you informed, our team strives to instill a sense of security, control and confidence when it comes to your financial well-being.

As a husband and father, these are the same things my wife, Kelly, and I ask of those advising us and our two teenage boys, Nickolas and Matthew. Whether we are attending church, navigating homeschooling, racing on a ski trail or anticipating the next pitch at our boys' baseball games, we need to trust that those guiding us have our best interests at heart.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Hiking
  • Traveling
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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