If you wait until conditions are perfect to begin investing, you'll never begin.

I firmly believe that and share this belief with my clients as I help them build personalized strategies to achieve their goals. So, if you've been putting off a financial strategy because the timing isn't "right," let's talk. I can show you that the best time to start is right now.

A financial advisor since 2009, I've been through many market and economic cycles. I hold the Certified Financial Planner (CFP®) certification, and also recently earned my Certified Exit Planning Advisor® designation to help business owners establish an exit plan for selling their companies for the greatest benefit.

Let me take a moment to tell you how I developed my interest in helping people achieve their financial dreams:

My grandfather introduced me to investing when I was 12 years old. He was a child of the Great Depression and encouraged my brothers and me to work hard, save diligently and invest wisely. I vividly recall scanning the pages of mutual funds and stocks in the Wall Street Journal with him at his dimly-lit kitchen table. At a young age, I learned the value of investing for the long term.

My dad ran his own construction business for 30-plus years. Working for him through high school and college gave me an affinity for helping individuals and families who own businesses.

When I’m not at work, I enjoy many outdoor recreational activities with my beautiful wife and four children. On warm, sunny days, you may find us taking a cruise in my 1959 Rambler which originally belonged to my grandfather. I am also an avid CrossFitter who believes in the benefits of physical as well as financial health.

My branch office administrators, Tamie Batzel and Kari Winkler, work alongside me to make sure we're focused on what matters most to you.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Sailing
  • Personal Fitness
  • Spending Time with Family
  • Camping
  • Vintage Cars

Office Information

Office Hours

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

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