At the age of 54, I retired from the world of construction. With the kids completing college and the big house on the hill, I walked away from a very lucrative career. But I noticed something. My neighbors had a lot of questions about retirement. For too many, it wasn’t as easy as it had been for me. So, I decided to enter my third career.

Edward Jones graciously invited me to join the firm and in 2012, I did. Now I have the experience, education and tools to offer you an approach to retirement planning which I call ‘Retirement Simplified’.

Social Security. Medicare. Pensions. Long-Term Care. Estate Considerations. All part of the retirement decisions one must make when retiring.

With ‘Retirement Simplified’, you come in for a one-hour Discovery meeting. No charge. Let’s get to know each other. Ask questions. Are we a good fit? Does ‘Retirement Simplified’ look good to you? If so, then together, we’ll move forward and get you set-up for the best years of your life.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Home Improvement
  • Real Estate
  • Soccer

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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