When our first child was born in 1994, some dear friends from church asked us if we would like to go with them to a financial-planning seminar. We were young, I was an active-duty airman assigned to an F-16 Fighter Squadron, and the last thing on my mind was retirement. Thankfully, Bryan, who was senior in rank to me, “highly encouraged” me to attend with them. We went. We learned. And we worked with our financial advisor to create a customized plan: (1) college savings for our children, even though we only had one baby at the time; (2) retirement savings, to be sure we would have enough money to get us through retirement, whether or not I chose to make a career of the Air Force; and (3) life insurance, as we realized our needs went beyond my active-duty SGLI coverage.

Fast forward to today. My wife and I have been married for more than 30 years. Our two children are grown. I am more than 20 years removed from my time in the Air Force. From 2008-2019, I worked as an investor relations officer, with experience spanning two biotechnology IPOs to a well-established, multi-billion dollar, fully integrated pharmaceutical company with 24 covering Wall Street research analysts. I have partnered with three CEOs and five CFOs on everything from corporate strategy to corporate and crisis communications, corporate financing, pipeline evaluation, business development and other finance and accounting, legal and human resources matters, as well as audit committee and board presentations.

Now, I want to work with you. I want to learn about you, what is most important to you. I want to serve as your trusted partner, working together with you to help you achieve your financial goals. I want to pass along the gift that our dear friends passed along to us, the gift of preparing now for your financial future.

Give me a call today.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Aviation
  • Traveling
  • Sailing
  • Vintage Cars

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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