As a financial advisor with more than 25 years of experience, i help individuals and families navigate their financial journeys.

While I truly enjoy the scope of comprehensive financial planning where I have a fiduciary duty to my clients, some of us are simply too busy to dedicate the time to comprehensive planning. Therefore, I often work with clients more specifically in the following capacities:

• Retirement Distribution Planning: Specialized insight for the complicated planning of unwinding assets- effectively assisting clients in ascertaining WHICH assets should be spent and in what ORDER.

• Investment Management: Tailored strategies for retirement and non-retirement holdings.

• Risk Management: Utilizing risk management tools such as life insurance, long-term care insurance, income annuities and more to assist in sound planning techniques.

• Legacy Planning;  Coordinating the structuring of investment and insurance assets to help ensure they’ll go to client's heirs in the most efficient way.

Personally, my wife Heidi and I have three children and three dogs - so life is always exciting!