I believe that there is one reason to successfully manage your finances – that is to achieve the goals, dreams and legacies that are specifically important to you and your family. I work carefully to identify and understand what is most important to you. I strongly believe that planning should be done openly and with full integrity. Working in an in-depth, collaborative manner with each client, I seek to guide and plan for you regardless of market cycles or life events. I have been delving into client goals and managing money to achieve those goals for my clients for over 13 years.
My areas of expertise include wealth management, fee-based Investment solutions and customized asset allocation strategies. I've also been helping families protect their wealth, through insurance and long term care planning. I work with individuals, families and businesses, guiding them to establish and achieve their long-term goals. Helping my clients grow, protect and preserve their wealth is my main priority.
I attended Bradley University where I earned my Bachelors of Science in Business Management and Administration. My wife, Sarah, and I have five children, Ava, Colin, Nathan, Gwynn and Max. I enjoy spending time with my family and friends, as well as golfing.