I help individuals, families, and business owners pursue their personal financial goals in life through active listening to their dreams and desires. I do this by completing a comprehensive analysis of where they are and where they want to go. I consider their concerns and weigh those against proper risk management when developing that analysis. Once agreed upon, together we implement a course of action designed to move them toward those dreams and goals.
I am a U.S. Air Force and FAA Air Traffic Control veteran and pride myself in that service to my country. Since 1982 within the industry I have served as a Managing Principal, National Assistant Vice President of Investments and National Vice President of Planning & Practice Development. I now serve as an active partner of the LifeGoals Strategies Group team of advisors.
My wife, Marilyn, and I enjoy traveling and spending time with family. We are KC Royal and Chiefs fans. My hobbies include just about any sport with a focus on golf, aviation and motorsports.