In addition to over a decade of experience as a financial advisor, I hold the Chartered Retirement Planning Counselor™ (CRPC™) designation, which which helps me bring additional skills and knowledge to your retirement planning process. My goals as a financial advisor is to help guide you on ways to you can maximize income and minimize taxes on your investments.

As a retired Navy veteran, I believe in clear, direct conversations and communications. I pride myself on bringing integrity and honesty to all relationships and promote the value of having a strategy in place. If you wait until you are ready to retire, to plan and review, it is often too late to make adjustments to either your savings or expenses.

It is often a wise idea to do a Pre-Retirement Assessment three to five years prior to retirement. We discuss your expectations of the cost of your lifestyle in retirement and combine all sources of income; these include both your tax deferred or retirement accounts, and your income sources that have already had taxes paid.

When planning for their retirement income stream, some people inadvertently reduce their retirement income significantly. Without a defined benefit plan with a fixed monthly check and retiree's health insurance to fall back on, you may need to coordinate between alternative income sources. I help with putting all the pieces of the puzzle in place.

Working with a financial advisor well versed in investment and distribution strategies for your personal situation may educate you on additional ways to improve your retirement income. I encourage you to contact me for a conversation. Whether you are already in retirement or preparing for retirement, a review of your current strategy could be beneficial.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Military Professionals & Veterans
  • Portfolio Reviews

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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