Specialties
About Me
I’m a devoted family man, happily married with two daughters and two beloved bulldogs.
My family and I cherish our time together, attending church and giving back to our community. We have a passion for travel and enjoy discovering new places. With over 15 years of experience in the insurance and financial services industry, I hold several professional designations that reflect my commitment to excellence in my field. Are you ready to take control of your financial future? As a dedicated investment advisor, I specialize in empowering professionals, pre-retirees, and retirees just like you with the knowledge and skills needed for true financial literacy. Would you like personalized guidance and educational resources that can help you navigate your financial journey? Let’s work together to ensure you’re well-prepared for a secure and prosperous future!
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC®, CLU®, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Brokerage- Securities available through State Farm VP Management Corp. State Farm VP Management Corp. is a separate entity from those affiliated and/or unaffiliated entities which provide advisory services, banking and insurance products. Neither State Farm nor its agents provide tax, or legal advice. Securities, insurance and annuity products are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal. BlackRock mutual funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock is not affiliated with SFVPMC or any other entity mentioned herein. BlackRock is a registered trademark of BlackRock, Inc. SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for American Funds. American Funds securities are distributed through American Funds Distributors, Inc. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. SFVPMC is a separate entity from Ascensus which provides recordkeeping and administrative services for retirement plans. Ascensus is not affiliated with SFVPMC. Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These products have limitations and restrictions. Please contact your registered State Farm agent for more information. Jackson® is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York. Jackson and State Farm VP Management Corp. are separate entities. Pacific Life Insurance Company is licensed to issue insurance products in all states except New York. Product/material availability and features may vary by state. Variable insurance products and shares of Pacific Select Fund are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company, and are available through licensed third-party broker-dealers. Pacific Life Insurance Company and Pacific Select Distributors, LLC are affiliates, but are not affiliated with State Farm VP Management Corp. Advisory- Before engaging SFIMC as an investment adviser, please review the SFIMC CRS and the SFIMC Wrap Fee Program Brochure for information about SFIMC and its fee, methods of analysis, investment strategies, business practices, disciplinary information, financial industry activities and affiliations, and other practices. This information is contained on State Farm.com (www.statefarm.com/ips/Advisory) In connection with establishing an advisory relationship with us, you will establish a brokerage account with our affiliate, State Farm VP Management Corp. (“SFVPMC”).