As a military veteran, a husband, and a father, I am dedicated to making a difference in people's lives.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current, and most importantly, future needs.  I offer total financial needs analysis, including access to trust services through a network of experienced professionals with detailed knowledge in:

• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

My goal is to provide families and business owners with assistance in building their financial freedom.  I have the skills, knowledge and experience required to help meet my client's established goals.  My personal goal is to become a lifetime resource for each and every client.