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I would love to have the opportunity to meet with you! Together, we can put your financial life in order, create a plan based on your goals, and come together throughout the years to ensure you are on track to success.

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Financial Credentials

Series 66, 7 Securities Licenses Life, Health and Long-Term Care Insurance License

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Experience

Financial Advisor with Investment Planners, Inc., 2000-present

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Education

BS in Management, US Military Academy at West Point

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Community and Professional Affiliations

Chairman of the Elders at The Crossing Church in Quincy, IL Board member of the global mission Moving Works

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