Specialties
Retirement PlanningEstate PlanningWealth ManagementLife InsuranceRetirement Income
About Me
I'm a retired USAF Colonel.
After a career as a fighter pilot, special operations pilot, academic, and strategist I made the decision to enter the financial industry--a lifelong interest of mine. I specialize in retirement income planning, risk management, wealth accumulation, estate planning, and legacy planning.
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Interests & Hobbies
GardeningHikingMountain BikingWoodworking
Ready to talk?
Always free for clients.
Credentials
Ph D, RICP, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
I am a fiduciary, paid via assets under management for investments and commissions on life and long-term care insurance.