25 years working with families and businesses to help them achieve their financial goals.

Financial security generally doesn't just happen; it takes time, a strategy and time to work the strategy. I think of your retirement as your marathon (25 years) – a race that you've spent years training for to do the things you've always wanted to do. Wouldn't you like to know what financial condition you're in before it's time to run your marathon? My clients do!

But wait, what about the years before your marathon? You can't put your life on hold just to save! What do you want to have/do before retirement? Vacations, family, college, house? Once we've identified your goals, I'll use an established process to build your personalized strategy. A coaching relationship before and during your marathon – let's not forget your legacy! What do you want your transference of wealth to look like? Organized?

As a graduate of Concordia University, my wife, Gigi, and I have two grown children, Kathryn and Andrew. I am passionate about giving back, volunteering to numerous causes, including serving on the board of directors of the Germantown Community Scholarship Fund, Leadership Germantown, on the Germantown Community Advisory Committee and guest presenting during the G-Town High School finance classes. When I'm not working, I enjoy travel and scuba diving (fun fact: I'm certified to ice dive). When diving, I'm always with a dive buddy working together with a common goal of exploration and safety, just as you and I will work toward achieving your financial goals – together.

My branch office administrator, Rhonda "Ronni" Pelk, and I pride ourselves on providing highly personalized service in addition to understanding the unique financial needs of the LBGTQ community and the challenges preparing for the future.

We look forward to meeting with you (and your partner/spouse) to discuss your specific goals and working with you to achieve them!

Focus areas

  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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