Professional

Acquired CERTIFIED FINANCIAL PLANNER™ Professional certification in 2000.

Acquired CHARTERED FINANCIAL CONSULTANT (ChFC®) designation in1995.

Acquired CHARTERED LIFE UNDERWRITER (CLU®) designation in 1990.

Bachelor of Science in Business- University of Evansville 1983

Personal

Born in Evansville, IN in 1961. Graduate of Bosse High School in 1979 (Cross Country and Track teams). Graduate of the University of Evansville in 1983 (Cross Country and Track teams). Reside in Newburgh, IN.

Here are my areas of expertise

Retirement Planning & Income Strategies

Wealth Management

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline