I have worked in the financial industry over 10 years and have had the opportunities to help clients in their financial goals through financial planning, tax and estate guidance, credit and lending, college planning and charitable giving. I specialize in working with small businesses, professional doctors, lawyers and Divorce/Widow(er) situations. I hold a FINRA series 7 and Series 66 with LPL Financial, as well for Life and Health Insurance to help protect and preserve wealth. I have also earned the Chartered Retirement Planning Counselor designation (CRPC® conferred by College for Financial Planning) through rigorous coursework in specialized tax and estate planning objectives and strategies for a retiree to define a "road map to retirement".
Having worked at a large brokerage and banking institution, I have a strong understanding of the competitors and their shortcomings of serving clients. You are not just a number but a valued individual and my intentions will always be to put your best interest as the priority not the business. With my many years serving as a pastoral counselor, I try to actively listen to your concerns not only from a financial but also a holistic perspective. When you are a client, my goal is to build a life-long relationship with you, your family and those who you care about so that I can help plan for your future, preserve your wealth and pass it on to your loved ones.
My wife, Jenny, and I have been married over 25 years, we have three active and smart young-adult children and we have two dogs that are even more active but not as smart. Our family enjoys volunteering to charity and causes, playing/coaching volleyball and finding new places to eat.