Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I have been a financial advisor for 13 years and obtained my ChFC designation in 2012. I am a member of NAIFA (National Association of Insurance and Financial Advisors), SFSP (Society of Financial Services Professionals) and the Oak Hill Business Professionals Association. I have been married to my wife, Michelle, for 22 years. We have one daughter and 2 grandchildren. I am currently serving on the Board of Elders at Christ Lutheran Church.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies