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About me

Most people don’t know what it takes to retire comfortably, which is why I customize a financial roadmap that provides the clarity they seek. This way, my clients know exactly how I can help them get to and through a more successful retirement. Because I view my clients as family, it is extremely rewarding when they achieve key milestones that we mapped out in their financial plan. Outside of work, I love spending time with my wife of 30-plus years and enjoying our two adult children as they navigate new careers and life on their own.