I am inspired to help people design the financial aspects of their lives, allowing them to pursue their lifetime goals. I educate clients through the accumulation phase as they work and build up assets, then I walk them through the distribution phase once they retire.
Prior to entering the financial services industry, I had spent 16 years in the lighting industry managing multi-million-dollar projects that encompassed specification, design, and manufacturing to help people with their lighting needs. I am well accustomed to the complexities of patiently executing details with care and compassion.
I like to take a long view in many ways—preferring to gather information through listening and observation before responding, taking my cue from Stephen Covey by seeking to understand before asking to be understood. I also enjoy spending time outdoors by going camping and canoeing. I have also accumulated flying time to work towards my private pilot’s license as I enjoy gaining perspective by seeing the world from up above.
After spending most of my life in Kansas City, and my early years in St. Louis, Fort Myers is now my home, where I live with my wife, Lynne. Passionate about supporting children’s charities, I dedicate time and effort to supporting Blessings in a Backpack.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.