Hi there. As founder and owner of Retirement and Advanced Markets Solutions, my primary goal is to help better the lives of my clients by helping them to not only enjoy their retirement years, but to enjoy them with confidence.
In my career spanning 35 years in the Financial Services industry I have travelled the country training financial advisors and speaking on many financial topics such as retirement distribution planning, estate planning, charitable giving solutions, executive benefits and business planning, qualified retirement plans and Social Security. I am also an author with published content covering various financial planning subjects and have written several articles on the aforementioned topics.
Areas of Focus
- Retirement Planning
- Estate Planning
- Business Planning
Education & Credentials
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
- Certified Pension Consultant (CPC)
Personal Interests
- Hunting
- Philanthropy
- Golf
- Fishing