I am a financial advisor with over 20 years of experience. I lead my clients to establish goals we can work toward together. I create strategies focused on your specific needs and desires.

My Branch Office Administrators, Susan Cockrill and Lakan Dew, help make your experience here unique. Their 50-plus years of experience in the investment and banking world is a significant advantage in the complex world of finance. 

Finance and investments have been a passion of mine for many years. At an early age, I enjoyed watching the farm and commodities report in the mornings, and at the end of the day, the economic and trading results. It has always made sense to me. Once I was old enough to really study economics and business, I knew what I wanted to do.

I enjoy working with people and helping them. My work is interesting. I get to meet people who are as passionate about their businesses, talents and skills as I am about mine. When I'm not working, my focus is my family. I also enjoy being outdoors and exercising.

Give us a call, we look forward to the opportunity to meet and discuss what you're trying to achieve.


Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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