About

You’ve worked hard to build your wealth. Now it’s time to make sure it works just as hard for you.

I help high-income professionals and retirees bring structure, clarity and confidence to their financial lives, especially in the critical years before and after retirement.

If you’re wondering:

• “Am I on track for retirement?”

• “Will I have enough to live the life I envision?”

• “Is there a smarter way to manage what I’ve built?”

You’re not alone and you’re right to ask. I provide personalized, proactive strategies that align your money with what matters most.

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What I deliver:

- A clear, actionable financial roadmap

- Retirement strategies

- Ongoing partnership and decision-making support

- A human relationship—not a 1-800 number

I work best with people who are serious about their financial future and ready to take control of it with purpose and clarity. If that sounds like you, we should talk.

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Backed by a strong team:

Alongside my branch office administrator, Amy Zaremba, we provide a high-touch client experience built on:

• Respect, confidentiality, and prompt follow-up

• Face-to-face meetings and flexible scheduling

• Long-term planning with real-time responsiveness

And we’re here to help you feel confident about your next step.

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About me:

I’m a husband, a dad of three and an outdoors-loving, music-singing, coffee-drinking optimist. Our family includes two cats who are far too comfortable and one free-roaming bunny who thinks he’s in charge.

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The next step? Let’s talk.

You don’t need to have everything figured out. You just need a starting point and someone who knows how to guide you from there.

Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.