State
Ohio
Description
What you can expect when you work with me
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
11 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Family Finances
- Retirement Planning Strategies
- Investment Management
- Retirement Plan Distribution
- Investments
- Military Financial Advisor
Qualifications
- CRPC™ Chartered Retirement Planning Counselor™
- AAMS® Accredited Asset Management Specialist™
- CMFA® Certified Military Financial Advisor®
Education
- USAF Air War College 2006
- USAF Air Command and Staff College 2001
- University of Nebraska at Omaha 1986
Professional associations
Previous experience
- Edward Jones, 2015 - 2023
- Air Force Officer, United States Air Force, 1982 - 2012
Community participation
Rotary Club
American Legion
Local Military Retiree Organizations
Interests
Travel