Working for the last 20 years in the financial advisory business has given me great joy because I am able to actively participate in my client's financial lives.
My years in the business have given me the opportunity to build long-term trusted client relationships. I work with clients in many aspects of their financial lives including helping them to clearly define their financial goals and creating individualized portfolios to help them pursue those goals.
Through regular communication with each client, I have a thorough understanding of their unique situation. Navigating through the complex world of finance takes knowledge, time and passion. My clients are able to rely on me to provide all three.
My wife Cindy and I enjoy spending time with our two children Miles (12) and Lainie (9). I also enjoy traveling, playing golf occasionally and attending my weekly Bible study.