As a financial advisor, I work with people to identify their lifestyle goals and create a strategy to help pursue those goals.
Whether focusing on a specific goal, or undertaking a comprehensive financial plan, I evaluate your current financial position to help guide you and map out a path to get you where you want to go.
As your financial situation changes over time, I will help you stay on the path toward your destination.
My areas of specialty include:
- Financial Planning
- Long-term Care Financial Planning and Strategies
- Investment and Portfolio Management
- Retirement Income Strategies
- Business Transition Planning
- Life insurance and Annuities
Outside of the office, my wife and I enjoy living in Sylvania with our three children, going to soccer, dance, STEM clubs, music lessons, and whatever else comes up.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.