18 YEARS OF EXPERIENCE AS A FINANCIAL ADVISOR
Areas of focus
- Employer awarded Stock Options
- Viable and Responsible Investing
- Retirement Plan Distribution
- Intergenerational Planning
- Retirement Income Strategies
- Family Finances
- Retirement Planning Strategies
- Saving for Education
Qualifications
Education
- Bachelor of Arts, Northwest Nazarene University, 1999
Awards & Recognition
Interests
I enjoy spending time with my wife Megan and children Taylor, Naomi and Oliver.
Things I enjoy:
- Golfing
- Tennis
- Being a Swim Dad
- Spending time taking care of my yard
- Reading