Leading By Example

In this ever-changing world, I try to live my life by the values of a simpler time – a time when a man's word was his bond. When trust and integrity didn't just mean something – they meant everything. As a retirement specialist, I strive to bring these values to my clients' retirement planning.

I've been in this industry since 1994. My wife, Nancy, and I started this company so that we could bring specialized training and personal commitment to the retirement planning field. Away from work, we are the proud parents of Matthew and Jennifer, both of whom are successful in their own business careers.

It is vital to give back and help others, and this is why I volunteer to mentor high school students and serve as a Personal Financial Counselor with MHN Government Services, which helps military families address financial planning issues prior to deployment for overseas assignments.

In my free time, I enjoy racquetball, scuba diving and Saturday afternoon college football.