Making a professional decision in 2017 to join the financial advisors at Cornerstone Retirement Advisors, Inc., I use my logistics experience in financial and business planning to optimize long term gains in performance, revenues, and profitability in helping CRA clients reach their financial goals. My background in the United States Navy - maintaining an operational budget on multi-million dollar accounts, conducting quarterly audits, working with thousands of travel requests & expenditures and working on cost reductions across four commands - helps me assist our clients with budgeting, cash flow, emergency funds and asset protection strategies as we, CRA advisors, bring our conservative approach to helping our clients increase Income.
Developing excellent analytical & problem-solving skills while in the US Navy, I use the knowledge earned in acquiring the AAMS®, the Registered Social Security Analysts and AHIP certification credentials to provide our clients with real-life solutions to their investments, insurance, tax, retirement, social security, Medicare and estate planning issues in helping them solve issues significantly impacting their financial future. My focus is helping our clients find the right investment allocation while considering risk management strategies utilizing fixed income investments like CDs and personal pension vehicles in potentially benefiting clients further their goals of preparing for retirement, protecting and growing their assets while preserving their legacy.
I hold the AAMS® designation, the Registered Social Security Analysts and AHIP certifications, Series 7 and 66 securities, as well as life & health insurance licenses. Residing in Northern KY with my spouse, Hailey and our dog, Chocolate, I’m an active US Navy Reserve member, have been commissioned a Kentucky Colonel, am an active member of the International Order of Oddfellows, the Chamber of Commerce, the Rotary Club of Cincinnati, the Bob White Club and an active member of Faith Church.
Raymond James is not affiliated with the above organizations and/or charitable causes.