My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and retire with dignity. Experiencing those successes inspires me to serve my clients and help advance what truly matters most to them.

I listen, care and wholeheartedly dedicate myself to helping my clients create personalized strategies for their unique goals. I also help identify moments that matter and address potential risks to financial goals. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I also work closely with other professionals, such as CPAs and attorneys. Licensed and registered in several states, I am able to serve families nationwide.

My belief is that the best way to do business is on a personal basis by getting to know you, understanding your goals and developing individualized strategies to help you reach them. My branch office administrator, Trina, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future.

My wife, Carol, and I live in the Maud community where I am actively involved in my church and community. I enjoy spending time with family and watching my grandchildren. In my free time, I enjoy playing golf and travel.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Fishing
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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