I grew up just outside of Detroit and attended Henry Ford College, with my studies focused on the field of automotive technology. After a 13-year career as a test driver and technician, my father encouraged me to join my two older brothers in the world of financial investing. Considering my passion for following the stock market, it seemed like a logical step. What I didn't realize was how fulfilling a career it would be, meeting people of all walks of life and helping them obtain their financial goals. I spent 24 years in the business before I found the firm that truly meant a client's interest must come first. 12 years later, the firm's steadfast dedication to our clients still continues to amaze me.

My priority is to help the individual investor not only to meet their goals, but to educate them so they understand the strategy behind every investment decision we make. Not everyone can take time off of work to meet during the week or during the day, so making myself available to my clients for meetings on weekends or evenings, their home or office, are just some of the many services that I provide.

Giving back to the community I live in is very important to me. I volunteer to mentor grade school children in reading through an organization known as Spread the Word Nevada. Teaching these children to read is a very rewarding experience, and I am grateful for the opportunity to be a part of their education.

My wife, Donna, and I have been married for 41 years. My five children are all grown and have children of their own; we are currently at 13 grandchildren and counting.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • New Investors

My Personal Interests

  • Animal Rescue
  • Baseball
  • Community Outreach
  • Music
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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