I am fortunate to be afforded the opportunity to serve my local community while working for such a great company. I work closely with my clients to develop and implement strategies designed to help achieve financial success in the uncertain and unpredictable world we live in.

We have defined our ideal client as one who recognizes the importance of comprehensive, evidence-based processes that focuses on not only the investments themselves but more importantly, their entire holistic financial situation. I make it a point to work closely with my clients and their CPA, attorney and other professionals, utilizing a team approach to assure we leverage their financial assets in a manner that aligns with their goals, values and vision of their ideal future.

I hold Series 7 and Series 66 securities registrations along with insurance license to provide the full scope of services to my clients. I have continued to increase my knowledge base by acquiring my CERTIFIED FINANICAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™) and AAMS™ certifications in an effort to better assist my clients.

I am blessed to be a husband to an amazing wife and father of two beautiful children. The majority of my free time is spent with them.

Being from Hammond, it is important to me to give back. I serve in many civic and social organizations. I am a member of Hammond Kiwanis Club, Hammond City Club, Tangi Trade chapter of BNI and Holy Ghost Catholic Church.

I am very passionate about what I do. I am a problem solver at heart; I feel accomplished finding a way to solve my clients' problems and concerns when the path is unclear. I'm my own worst critic and hold myself to the highest standards of professionalism, ethics and values.

Whether you or your family need to prepare for retirement, retirement income, wealth transfer, life insurance or wealth accumulation, I am here to understand your holistic situation and partner with you moving forward.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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