Over the past 18 years, I have been passionately devoted to the Wealth Management Profession. It has been a sincere pleasure assisting my clients as they pursue their financial goals, dreams and aspirations. My focus is to discover and identify each client’s true financial potential and guide them to achieve their ultimate financial life. My greatest joy comes from watching clients retire comfortably, travel freely and spend each day enriched with the knowledge that they are financially independent.
I was born and raised in Southeastern Michigan and attended Michigan State University where I received a Bachelor’s Degree in Business Communications. I was also fortunate to participate as a member of various instrumental groups and business organizations at Michigan State University. After graduation, my career path led me to the recreational yacht industry where I focused on specialized product marketing and acquired an in depth understanding of target initiatives and yacht manufacturing. In 1984, this experience led me to an opportunity of owning a yacht dealership in Newport Beach, California. This business provided me with unparalleled experience in high finance, management, human relations and International commerce. Owning and operating the dealership, along with other entrepreneurial ventures, has given me diverse “hands on” experience and wisdom, which helps me to effectively provide financial guidance to my clients today. In 1997 I entered the Wealth Management Profession.
I have been happily married to my wife Robin for the past 29 years. We are very proud of our five children who have also blessed us with five grandchildren, all of whom have been raised on a solid foundation of love and values. We play an active role in our greatest achievement - our family.
We have recently chosen to relocate from Orange County California to Southern Indiana. It is an exciting and significant change in our lives, which was brought about through numerous business trips to Louisville and a love for the beauty, lifestyle and culture of the Midwest, The change of seasons is reminiscent of my youth in Michigan.
Just as I am passionate about serving my clients, I am equally dedicated to serving my community. I have long believed that the blessing of success comes with an obligation to give back. In this regard, I have served on numerous Boards of philanthropic organizations and look forward to becoming actively involved in the Greater Louisville Community.