As a dedicated financial advisor with nearly 40 years in the industry, I believe in providing my clients with excellence at every level. Together with my fellow financial advisor and son, Sean, our team has a passion for professionalism and attention to detail, matched by our compassion for serving each client’s unique needs — from retirement planning to saving for college and everything in between.
One of the most unique aspects of my office is the labor-intensive approach we take while building customized portfolios for each of our clients. We’ve seen this strategy increase our clients’ engagement and sense of empowerment, which speaks to the heart of our values for building trust, knowledge and relationships.
We make it our mission to understand the short- and long-term goals of our clients before they invest their money with us, and we use our in-depth experience and skills to help drive success. In this ever-changing world, our team prides itself on being adaptive, responsive and effective while meeting the goals of our clients. We support a wide-ranging portfolio that includes generations of farmers, families and service members across the country. Every day, we have a chance to make a difference in someone’s life, and we are heartfelt in our desire to help, listen and care. We welcome the opportunity to work closely with other industry professionals, including CPAs and estate attorneys, to ensure your financial goals are met. We’re stronger together, and we look forward to seamlessly and comprehensively supporting your needs for many years to come.