After graduation from college, I entered the teaching profession at the high school level. My business and history teaching experience has been very valuable to what I do today when working with clients.

I'm happily married with three wonderful children. I'm very active in the West Point community. I serve on a number of boards and do my best to make time to volunteer and give to several non-profit organizations in our area.

Helping people with their goals towards retirement and other financial needs is very rewarding. I get to see the value of what I do to help our clients achieve their financial goals.

I have a great support staff that will make sure all clients receive top notch service. Our team is dedicated to provide an ideal experience for everyone who uses our services. However, we're not alone - the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Golfing
  • Hunting
  • 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 - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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