I have been a practicing financial advisor since the early 1980s. Most of my career has been focused on clients in or approaching retirement.
One of the cornerstones of my business is family. I take special care with my clients on family issues related to asset and estate planning. Whether dealing with asset protection from long-term health care costs or for special-needs children, we work with family members during every step of the planning process.
I take special pride in coaching clients to do all the things they’ve ever wanted, while maintaining a secure financial future. This may be to spend the winter in a warm climate, take the entire family to a paradise destination, or finally buy that classic car.
In my personal life, I volunteer my time and talents to several local non-profits. These include St. Justin Martyr Church, LifeAct and Rising Star Academy. In my free time I am still involved with travel and enjoying outdoor activities like fly-fishing and hiking.