Assistant Vice President
Financial Advisor, LPL
"I create game plans for financial futures."
Learning is an often overlooked part of financial planning. Initially, I learn about you - your goals, your dreams, your vision of the future - as well as your current financial status. Only then may I devise a strategy that aligns with your personal preferences and comfort with risk. Once your plan is drafted, I take time to explain the details so you can learn the who, what, and where of your investments. When you are comfortable with the plan, I implement and monitor it for you. As time goes by, we will meet to review your plan's progress and make appropriate adjustments.
My career in financial services began in 1999 with Central Bank. Working in a variety of management roles in the bank, I have gained a well-rounded understanding of the role finances play in everyday life.
An avid sports fan and youth sports coach, I am active in the Wardsville Lions Club, Jefferson City Jaycees, and Saint Thomas the Apostle Church. Most importantly, I enjoy making memories with my wife Jill, and our children, Kylie and Javin.