Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate solution for you.show more
Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)
Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at VSECU, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?
Over the last 15 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, I may be able to help you:
- Retire more comfortably
- Protect your assets and your financial future
- Fund your children's or grandchildren's education
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation. My education . . .
Affiliations . . . Career Highlights . . .
- Bachelor of Arts and Sciences in Communications
- Industry Continuing Education
- Helping people survive the Techonology "bubble" and Mortgage "meltdown" of the last decade.
- Planning and managing retirement programs for individuals and families
Personal . . .
- Married with two children living in East Montpelier, VT.
- Baseball "Fanatic"