Retirement should be the best chapter of your life! I work with clients in developing a plan to guide them into and through their retirement years with proven tax efficient strategies that provide lasting peace of mind. My job is to make sure my clients sleep well at night.
As a lifelong resident of Hancock County, I have made a career in the financial services industry, first in banking for 20 years and as a Financial Advisor for the past 25+ years. My wife, Barb and I enjoy traveling when we are not spending time with our kids and grandkids.