Why Use This Tool?

When it comes to financial planning, my primary objective is to provide the best possible service with the highest level of integrity. I meet my objective by continuing my education, providing tailored recommendations to fit each client's need and always putting my clients interests before my own.

I believe that professionalism in any field is "the end product of a deep personal interest in clients and an intense desire to be the best." I find it personally gratifying to know that through the years I have helped many clients gain financial security.

I specialize in working with individuals planning to meet long term goals such as education funding, retirement planning and estate planning. I most frequently provide comprehensive financial planning services for individuals and families with incomes from $100,000 to $250,000. My specialty area is working with closely held businesses.

One free initial consultation will be provided for interested consumers. I work with the majority of my clients on a fee and commission basis. I will write a generic financial plan for a fee. If you decide to implement my recommendations with me, I will be paid a commission.

I am married to my wife, Susan, and have three sons, Conrad, Nelson and Ross. I am active in my church, and enjoy tennis, martial arts and water sports. I specialize in working with individuals planning to meet long term goals such as education funding, retirement planning and estate planning. I most frequently provide comprehensive financial planning services for individuals and families with incomes from $100,000 to $250,000. My specialty area is working with retirees to protect their assets and to plan for long term care needs.