Financial planning: your way, for your family
My family is my most important priority. My wife Danielle and I care deeply about preparing a future for our kids so I understand how important that is to each of my clients.
Getting a comprehensive picture of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need.
As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you're well positioned to reach your goals.
Together, we can explore how you can:
- Help strengthen your financial position.
- Protect your financial future.
- Prepare for an unexpected illness, injury, or loss.
- Plan for extended care expenses.
- Invest with purpose and manage your assets.
- Explore more tax-efficient ways to manage your money.
- Save and prepare for income in retirement.
- Build lifelong income.
- Give to causes that matter to you.
- Plan to pass on a meaningful legacy.
- Make a difference, locally or globally.
In order to better serve our members, I am able to offer in-person or virtual appointments. If you would like to learn more about how I work with individuals, please send me a message at the bottom of the home page or contact my office to schedule an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Bloomington Office
- Phone:
- 309-664-7770
Hours
Monday: 9:00am - 6:00pm : By Appointment Only
Tuesday: 9:00am - 6:00pm : By Appointment Only
Wednesday: 9:00am - 6:00pm : By Appointment Only
Thursday: 9:00am - 6:00pm : By Appointment Only
Friday: By Appointment Only