Starting off in the financial services industry in 1987, I was fortunate enough to find a career that matched my personal values possessed since childhood and that could accommodate my passion for helping others. I believe that those who have worked hard deserve the guidance to help ensure the growth, protection, and proper succession of all they have worked so hard to build. I am committed to challenging the old paradigms of wealth management in order to execute tactics for a retirement that is vastly different than in the past. Old ideals such as “Buy and Hold” investing can lead to frustration in these turbulent times. In a volatile economy, why should your wealth management strategies be static? In a financial world with so many products, options, and strategies, I believe people deserve a trustworthy professional with the knowledge, experience and diligence to pull it all together and make it work for them.

I look at any financial situation as a foundation on which a retirement is built. And like any structure, if the foundation isn't laid properly, whatever is built atop will not be stable. It is for this reason I employ a comprehensive approach that looks at the entire picture, beginning with the goals and values of each individual. This results in a plan that is tailor-made to assist clients in the growth, preservation, and transfer of wealth.

As the president and owner of Guidant Planning, I possess the platform and resources to help people with their finances in a way that is truly aligned with my values, beliefs. With the freedom of having an independent firm, I am not bound by the ideals of others, motives of large financial institutions, or product quotas. I focus on the actual needs of my clients and work to develop lasting and valued partnerships that are built on relationships, not transactions. Because here at Guidant Planning, our main focus isn't old industry ideals… it’s you.

Specialties

- Registered Financial Consultant, Certifed Estate Advisor, Member Ed Slott's Elite Advisors

- Holds Series 7, 24, 63 and 65 licenses

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through Guidant Planning Inc.

Ed Slott's Elite IRA Advisor Group is a private IRA study group of professional financial advisors. Members meet twice throughout the year for an intensive three-day workshop and training session.

I invite you to contact me or schedule time to talk.