Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I've always enjoyed helping others and working with people in financial planning. I work closely with Mike Low at Forty Financial to bring complete service to my tax clients in providing them with investment choices.
In 1980 I received my Bachelor Science degree in accounting from Ball State University. I am a member of the America Institute of CPA's and Indiana CPA Society. I am currently with Crawford & Associates CPA firm based in Carmel, IN. I have been a registered representative since 2006 with Series 7 & 66 license.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Forty Financial, Inc is an independent firm and not affiliated with Money Concepts