My Approach
I believe a productive advisory relationship starts with a blank legal pad and a conversation – a true dialogue. I want to understand your financial goals and personal objectives, your comfort level at taking risks and, importantly, what you expect of me.
I have been helping my clients with retirement and estate planning strategies since 1995. I have seen many changes in the financial markets over the past 28 years. However, my clients' basic needs have remained the same. Whether you're planning for a child's education, your own retirement, or how to use life insurance to protect your family, I have remained committed to helping you achieve your financial goals.
Licenses and Accreditations
- University of Cincinnati, Bachelor of Business Administration in Finance and Real Estate, College of Business
- Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 Registrations
- Life, Variable, and Health Insurance Licensed
- Retirement Benefits Specialist, Tax Sheltered Plans