We bring together expertise and resources to assist clients in reaching their financial dreams and living the life they deserve.
I am a believer that whatever you think about, express passion around and take action on, they will ultimately create the results you experience in life. My role as a servant leader is to ask questions that guide my clients to define what is most important and then provide solutions that are always in their best interests.
My family consists of Timothy, Prudence(wife), Adam, Ashton, Andrew, August (4 sons). The quilted star is a quilt block referred to as the Ohio Star. My wife is from Ohio, and she is a very talented quilter.
The Ohio Star was one of the quilt blocks used as a symbol of freedom during the days of the underground railroad, pointing the direction north to freedom. If a quilt was left out on the front porch, they knew it was safe to travel through the area.
Trusted Principal Advisor
Retirement and Quality of Life
The Long Run: Women and Retirement