Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
- Wealth accumulation during your working years. Using investments appropriately and adjusting your allocations over time.
- Security and independence in your retirement. Effectively planning for income in retirement with Social Security, pensions and investment withdrawals.
- Transfer of assets in the most advantageous manner. Wisely planning for your beneficiaries.
Wealth accumulation during your working years, using investments appropriately and adjusting your allocations over time. Security and independence in retirement, effectively planning for income through Social Security, pensions, and investment withdrawals. Transfer of assets in the most advantageous manner, wisely planning for your beneficiaries.
Regardless of where you are in life, I have the tools, financial products, and industry partners that we can combine into an appropriate assessment for you.
Outside of work, I cherish spending time with my wife Iola and our two grown daughters, Katie and Kellie. I also enjoy plenty of outdoor time with hiking, biking, and walking, along with family travel adventures. “Family vacations are the Best!”
My Credentials
- In the industry since 1998
- Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning
- Serving Veridian Credit Union members since 2011
Professional Services
- Retirement Income Planning
- Investment Management
- 401(k) Transition Assistance
- Social Security Income Planning
- IRA Rollover Services
- Long Term Care Insurance
- Affordable Care Act Planning
- Personal Financial Assessments
- Comprehensive Financial Guidance
- Wealth Preservation
- Tax-advantaged Investment Planning
- Estate Planning
- Health Insurance and Medicare Planning
- Life Insurance Planning
It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.