Specialties
About Me
With more than 25 years of experience as a Financial Advisor, I specialize in financial planning for professionals across various fields, I have dedicated my career to helping these professionals secure their financial futures.
As a Retirement Income Certified Professional (RICP®) and an Accredited Investment Fiduciary (AIF®), I provide expert guidance in retirement income planning, pension optimization, and investment management. I understand the unique challenges and opportunities people face when planning for retirement. My approach is built on Fiduciary principles, ensuring that every recommendation aligns with my clients' best interests. Whether navigating pension benefits, investment strategies, or tax-efficient retirement income, I strive to simplify complex financial decisions and empower my clients with confidence. Beyond finance, I am passionate about spending time outdoors fishing and hiking, e.g., financial education, mentoring, community involvement. I believe in building long-term relationships based on trust, education, and integrity. Licenses held include Series 7 Series 65,63, and 6. State licenses include Life, health Variable and fixed annuity including long term care.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, AIF
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth, Inc. nor its representatives provide legal or tax advice. This communication is strictly intended for individuals residing in the states of CA, DC, FL, GA, KY, NY, NC, OR, VA, and WA. Registrations may vary by individual representative. No offers may be made or accepted from any resident outside the specidic state(s) referenced. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.