Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, plan, use and transfer assets in a more advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense—as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
With over two decades of experience in financial services, you will find my exclusive skill set and vast array of knowledge a great tool in assisting you with your needs.
Being located at Interra Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to retirement planning, wealth management, mutual funds, education funding, 401(k)/pension rollover services, life insurance, long-term care insurance or other products to meet your needs—I got you covered.
Originally from Ohio, the Midwest is home to me and I currently reside in Goshen. I’ve been married for 14 years to my precious wife Lola and we have 4 children together. When I’m not working, I enjoy playing guitar, riding ATVs and UTVs, hunting and actively participating in my church.
Retirement Planning, Investment Management, Tax-advantaged, Investment Planning, Life Insurance Planning, 401(k) Planning, Retirement Income Planning, Wealth Management and Portfolio Management.