Mission

My daily inspiring mission  is to  help  investors  discover  their real purpose for money,  develop their financial goals, and assist them in pursuing their goals, so they can increase their opportunities to give more to expand God’s Kingdom.

Services

• Retirement Planning
• Investment Portfolio Analysis
• Financial Planning
• Asset Allocation
• Company Plan Rollover
• Company Plan Analysis
• College Savings Planning
• Business Succession Planning
• Charitable Giving Planning
• Wealth Transfer Planning
• Socially Responsible and Faith-Based Investing
• Life Insurance
• Long Term Care Insurance

Become a Client

I know it can be hard trying to find the right Financial Advisor to work with. Becoming a client is easy.  An initial meeting to determine how I can help you is always free of charge, and there is no obligation.

At our first meeting, I will talk to you about your goals and objectives.  I will look at your current investments, and assess any issues which may have been leading to underperformance.   I will tell you to do nothing if doing nothing is the right thing to do.  Sometimes changes do need to be made.  In that case, we will talk about options on how to proceed.

I look forward to speaking with you and learning about your goals and objectives. My goal is to help you understand and become more confident about your investments, so you can take control of your financial future.

To set an appointment, please call 920-892-4510, and we will give you a list of things to bring in for your first meeting.  I look forward to meeting with you!  Contact me today to find out more.

Securities and Advisory Services offered through LPL Financial, member FINRA/SIPC