Specialties
Retirement PlanningEstate PlanningInvestment PlanningFinancial PlanningTax PlanningLife InsuranceLong Term Care InsuranceHealth InsuranceDisability InsuranceCash FlowBudgeting
About Me
I'm married to my best friend, Dede, and we love traveling with our son, Kylar, and our friends.
Molly and Maggie round out the family. I spent 25 years with Ameriprise Financial before launching my independent, fee-only, fiduciary firm, which specializes in comprehensive financial planning and wealth management.
♥
Interests & Hobbies
College Football Snow SkiingCyclingBoatingTravel
Ready to talk?
Always free for clients.
Credentials
CFP, ChRC, CRPC, CLTC, CDFA, CEP, BFA, NSSA, RSSA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
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