I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I was born and raised here in Idaho. I left for schooling and other opportunities and lived in England, Utah and Arizona but I eventually ended up back in Idaho. My beautiful wife Margie and I have 4 kids. 2 Boys and 2 girls. My family is my everything and I am blessed to have them in my life. We love sports and the outdoors. We also love to travel! We try to experience every corner and culture of this beautiful world we live in.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Area(s) of Focus
- Business Owners
- Insurance Strategies