I am a financial advisor who works to provide comprehensive financial strategies to businesses, pre-retired and retired individuals. I started in the financial services industry in 2007 and I use my experience to help clients work toward total wealth optimization and reliable income sources in retirement. My focuses consist of: creative tax minimization strategies, estate considerations, retirement planning, insurance planning and high-level investment strategies.

I focus on a holistic financial approach to help: reduce financial risks; optimize current financial situations; maximize potential growth opportunities; and, by working with your team of estate-planning attorneys and tax professionals to optimize total wealth transfer. Together, with your team of professionals, we will work to develop a financial strategy that balances your short-term actions and strategies with your long-term financial goals.

Higher education and in depth financial knowledge are very important to me. As a graduate of Taylor University, I earned my bachelor's degrees in finance and economics. I have earned some of the industry‘s highest designations for the sole purpose of my clients, attorneys, and CPAs; so they are confident knowing I have the education, knowledge and experience to meet their unique financial needs.

I hold the following registrations, licenses and designations:
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Retirement Plans Specialist (CRPS®)
- Accredited Asset Management Specialist™ (AAMS®)
- Uniform Combined State Law Examination (Series 66)
- General Securities Representative (Series 7)
- State Registered Agent (Series 63)
- Investment Company and Variable Contracts Representative (Series 6)
- Life and annuity insurance license
- Accident and health insurance license

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Baseball
  • Fishing
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

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