Your Advisor

My Background

According to the American Savings Education Council, most Americans spend more time planning for a two-week vacation than planning for retirement!

There are many options for your retirement but the first step is developing a strategy. As a Financial Advisor located at Eglin Federal Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let’s get together and create your retirement plan. Together we’ll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Do you have the right balance and mix of investments? Are your financial expectations realistic?

For over 20 years, through workshops and personal interviews, I’ve helped a great number of clients create a strategy to help reach three key financial goals: 1) wealth accumulation during their working years, 2) confidence and independence in their retirement, and 3) transfer their assets in the most advantageous way. Specifically, I may be able to help you:

• Retire more comfortably
• Protect your assets and your financial future
• Fund your children’s or grandchildren’s education

I am a Registered Representative of Cetera Investment Services, member FINRA/SIPC.

https://brokercheck.finra.org/individual/summary/4187411

It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education

• Butler University, B.S. Degree in Business Administration

Personal

• As a transplant from the Chicago area, when I’m not working, I’m probably enjoying the Florida lifestyle, out on a run or bike ride, playing golf or hanging out at the beach.

Professional Services

• Retirement Income Planning
• Tax-advantaged Investment Planning
• Retirement Planning
• Life Insurance Planning
• Education Funding
• 401(k) Planning
• Comprehensive Financial Guidance
• Portfolio Management
• Long Term Care Insurance
• Wealth Preservation