With an investment career that began when Ronald Reagan was President, I’ve helped guide clients through three decades of economic expansions, contractions and even a bit of stag-flation. My financial service background includes implementing customized asset allocation programs for medium and high net-worth clients to designing, managing and implementing 401(k) plans for corporations and ensuring succession arrangements. Experience is my guide to navigating the unknown that lies ahead
Most investors can’t access the top-quality research, resources and information of the best institutional money managers. Therefore, my priority is to provide clients the same institutional-quality investment oversight that billion-dollar pension plans receive, and empowering you with the knowledge and education necessary to make sound financial decisions. It’s about managing the realities of today with a focus on goals for tomorrow.
Professional Qualifications & Registrations:
Series 6, 7, 63, and 66 Securities Licenses
Life, Health & Disability Insurance Licenses
Registered Financal Consultant (RFC)
Financial recommendations are made that are consistent with a client's financial circumstances and risk tolerance, and are on-track with the client's long-term goals.
Clients are informed of the costs and benefits of working with a professional investment representative.
Through all of the market ups and downs, we strive to provide quality service and deliver quality financial advice with integrity to help our clients reach their financial goals.
Licensed in Indiana and Illinois
Areas of Focus:
Investment Advice for Business' and Individals
Corporate and Individual Retirement Planning
Business succession planning
Customized Asset Allocation modeling
Clients are entitled to the professional advice of investment representatives whose philosophy and style of doing business are compatible with their own.
As your financial advisor, my job is to assess the many investment choices available and recommend those that are most appropriate for your goals and asset allocation strategy. Working through Money Concepts, I do NOT associate with proprietary products, so I can be completely objective in my recommendations. With a complete portfolio of investment products to implement your plans, I hope to help make your goals a reality.
I enjoy spending time with my wife and three children. In the winter we enjoy skiing, in the summer we enjoy mountain biking, camping and throughout the year I serve at our local church on our music ministry team.
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