As your financial advisor, it is my goal to make your finances and investments less daunting, more individualized and catered to exactly where you want your life to go. For nearly two decades, I have consistently focused on providing solutions that are founded on rigorous research, in-depth customization and committed client service.

I work closely with my dedicated Branch Office Administrators, Erin, Suzanne and Taylor, to help ensure that we can meet your every need in a timely and precise fashion. Some of my clients are busy young professionals with children, while others might be retired or nearing retirement. But all share a common desire: to get organized, stay organized, get clarity on their financial goals and learn how to make them a reality. I will listen and lead you through an established process that identifies both your current financial position and your financial potential. Some clients like to map out a specific financial path and timeline, while others prefer a more flexible route.

We will work together as a team and have proactive conversations about your financial and life situations as a whole, helping you stay on your intended path. It is my privilege to be your financial advisor and to listen to your needs, goals and financial dreams.

Outside of the office, you can find me relaxing with my wife, Karla, whom I have been married to for over 40 years. I enjoy fishing (not always catching), cycling, boating, collecting vinyl records and spending time with our children and grandchildren. Locally, I enjoy volunteering at local non-profit organizations and business associations and serving at my local church.

For more information about my process or services, please call; we are at your service.

Focus areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

Office Information

Branch Team

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