Our members have come to me for assistance with their financial needs since I joined the credit union in 2007. One memorable experience involved a couple nearing retirement who were worried about outliving their savings due to market volatility and rising healthcare costs. They had worked diligently throughout their careers but were unsure how to build a strong foundation for their financial future. We conducted a thorough review of their assets, projected expenses, and potential income sources, including Social Security and pension benefits. By integrating a mix of conservative investments and a well-structured withdrawal strategy, we created a plan that provided them with a steady income stream and preserve their assets. This comprehensive approach, part of my role as a Chartered Retirement Planning Counselor (CRPC), gave them the confidence to retire comfortably and pursue their dream of traveling the world without financial stress.
As a Chartered Retirement Planning Counselor (CRPC), I am committed to providing tailored, fiduciary advice. My role involves acting in the best interests of my clients, guiding them through the complexities of financial planning, and empowering them with the knowledge to make informed decisions. I’ve had the privilege of helping our members navigate complex financial landscapes, getting to know their families, and supporting their goals through various life stages from saving their first dollar to creating a legacy for their loved ones.
I believe strongly in the power of collaboration and community. My experiences as a 4-H leader, foster parent, and volunteer with local food banks and community outreach programs have reinforced the importance of working together to create positive change. These experiences also shape my approach to financial advising, emphasizing compassion, integrity, and personalized care.
Let’s work together to build a financial plan that reflects your unique aspirations and values. I am here to support and guide you, every step of the way.
I’m an avid reader, love to cook, and enjoy working in my garden and yard. Being a part of a large family, made even larger as foster parents for our permanent and short stay kids. I am thrilled to be the best uncle and grandfather I can be. I am always happy to host parties and family gatherings to celebrate good times and make memories.
Qualifications: holds series 7, 63 and 66 securities licenses
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.