Welcome to where faith and finances meet
As a Military Veteran, I hope to bring my leadership, dedication and Integrity to the people I work with as a Financial Consultant. There is great satisfaction in being able to help clients discover their full potential. I am committed to providing financial advice, investments, insurance, banking solutions and generosity programs to help you live a life full of meaning and gratitude.
I can help with:
- Spending mindfully: Using money in a way that better positions
you to achieve your financial goals.
- Building purposefully: Helping you grow your assets toward
achieving your goals and positively impacting your family,
community and world.
- Protect flexibly: Protecting yourself, family and assets from risk
more flexibly and easily as your life changes. Helping you protect
what is important.
- Borrowing responsibly: Taking on debt responsibly to cover major
expenses and build credit over time.
- Creating a financial plan.
- Saving for and spending in retirement.
- Making investment decisions.
- College planning & strategies: Helping you find other people’s
money to pay for college.
- Assistance with military and veteran benefits
- Expanding your charitable giving
- Life insurance, health insurance and annuities
I am here to serve you. Call or stop by to learn more or set up an appointment.