My areas of focus are Protecting your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. Allow me to protect you, your family and your business so you never have to look back with regrets of 'What if..."
** Member to Member Discount Offer **
Free Financial workshop/luncheon for business owners and up to 5 employees or family members. Time and lunch venue to be determined. Topics can include, but are not limited to, Social Security, Estate Planning, Business Succession, Family Protection, Retirement Planning and Healthcare in Retirement.
When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone is different, so listening to you and discussing your hopes and dreams allows us to focus on what's important to you.
I retired from the Navy in 2011 after 23 years of service flying in the MH-53E Helicopter. My duties took me to Italy, the Persian Gulf and around the world. I also served as a Recruit Division Commander at the U.S. Navy Boot Camp in Great Lakes, IL. I have simply gone from one career helping people to another and I love it.
I am most proud when I hear from clients about how my team or I helped to improve their lives and taken the fear of retirement off the table. There is nothing better!