Financial Advisor
How do you help clients Invest in Peace of Mind?
To help clients invest in peace of mind, I listen to what my clients want and involve them in the process. I make sure to answer their questions and take the time to get to know them and their families.
What do you think are the most important steps people can take to improve their financial well-being?
I believe the key steps include being a consistent investor and investing in areas you understand. Don’t choose “the next best thing” just because it seems popular. Additionally, refrain from making early withdrawals from your retirement account unless you have no other options.
How do you like to spend time outside of the office?
When I’m not working, I like spending time with my family, especially my grandchildren. I also enjoy outdoor activities, including hunting, fishing, and riding quads. I’m also a fan of Penguins hockey, and I enjoy watching college football and college wrestling.
What causes or community organizations are important to you?
My Harvest Church family and helping others wherever I am needed are very important to me.
Professional Designations & Credentials
- Investment Advisor Representative