Senior Vice President
"I guide people toward their financial goals by providing personalized financial advice."
I believe you are entitled to personal, professional service from an advisor with a philosophy and style of doing business with which you are comfortable. I like to begin each new relationship with a comprehensive review of your finances. The review process establishes a baseline of your current financial situation. Then, as we discuss your goals for the future and concerns about how your hard-earned money should be invested, a strategy evolves to help you reach financial independence.
I have been in the banking and financial industry since 1991 in a variety of roles. I’ve been a financial services professional since 2000. I am a member of the Westphalia Lions Club, Bonnots Mill Knights of Columbus, Loose Creek Community Club, Immaculate Conception Finance Committee and School Foundation. My wife Jill and I have three sons; Caleb, Nolan and Drew. In my free time, I enjoy playing golf, hunting and fishing.