Practice Snapshot
How I Help:
Details Coming Soon
Who I Help:
- Individuals
- Medical Professionals
- Dental Professionals
About Me:
A forestry-school graduate and a lover of the great outdoors, I discovered financial planning entirely by accident—or rather, it found me. I was recruited into the business by an industry veteran who happened to be a fellow alumnus. I recall resisting the career at first, but with a young family to care for, I began taking the necessary exams to become a licensed financial services professional.
Today, I offer a wide range of services, including risk management, financial and retirement planning. I particularly enjoy working with people and helping them plan for the future. Working with medical and dental professionals for an extended period of time has given me a deep understanding of the unique challenges they face. Helping my clients requires engaging them in an educational process. Many people have an adverse reaction to financial services, but the fact is that once they realize how our offerings can help provide independence, dignity and a legacy after a life changing event, they become advocates themselves.
Outside of work, I remain passionate about nature and try to spend as much time outdoors as possible. I enjoy kayaking, biking, camping and hiking with my wife, Rhonda. We also love to travel and visit our children and grandchildren whenever possible.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
