At our branch our team understands each client has a unique set of financial goals. To achieve these financial goals we use an established process and develop a personalized plan for each client. We meet with our clients on a regular basis to review the plan and make any necessary changes to stay on track.

I have earned the CFP® Certified Financial Planner certification*

We run our office with one principal: Always do what is in the clients' best interest.

My wife, Michelle, and I have two children: Allison and Spencer. In our free time we enjoy biking, exercising and fishing.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

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 Closed
Sun Closed

Branch Team

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