My goal is to provide families and business owners with assistance in building their financial security through innovative risk management. My team and I have the skills, knowledge and experience required to help meet my client’s established goals. We achieve this in an environment of mutual respect, integrity, excellence, and compassion. We will listen before offering any advice. My aim is to become a lifetime resource for each and every client.
I bring 40 years of industry expertise to our team. My distinct areas of specialty are retirement planning, insurance analysis, business and executive compensation along with estate planning and equalization. My expertise and experience is augmented by the different specialties focusing on financial planning through my teammates, Jason Aldred, CFP®, ChFC® and Kyle Greenwell, CFP®, RICP®