I’ve been in the financial services business for over thirty years. I specialize in Retirement, Tax and Estate Planning.

My wife and I have experienced the full spectrum of a wonderful family through all ages and stages. We raised our two sons and we cared for our parents as their health declined. We have learned valuable lessons when it comes to facing the reality of these life events vs. the plans and expectations.

I help people have the money they need to reach their most important goals in life. To do this, I use proven fundamental principals to design unique custom tailored plans. My plans are intelligent, disciplined and measurable to prevent all known risks with Asset Protection and Return in a Dynamic Capital Structure.

Other than my family, my passion is serving others to help them reach their potential through personal, ministry and business capacities. In my work I experience tremendous satisfaction when clients thank me for helping them have the money they need to reach their most important goals in life!