"My relationships are based on trust and integrity. I care about each client and want to understand your goals and dreams before we discuss how to invest your hard-earned money."
MaxFacts
Specialties
- Retirement planning
- Long term care insurance
- College planning
- Financial planning
- Life insurance
Licenses & Designations
- Accredited Asset Management Specialist®
- Series 7, 63, 65, and 66 through LPL Financial
- Florida and Michigan Health and Variable Annuity
Originally from St. Louis, MO, I have lived and worked in Naples, FL since 1996 and am a second-generation financial advisor following in my father’s footsteps.
My relationships are based on trust and integrity. I care about each client and want to understand your goals and dreams before we discuss how to invest your hard-earned money. I am committed to creating a customized investment plan based on your income, savings, and investments so you can continue to enjoy your lifestyle now and in the future.
I will also help you refine your personal retirement strategy to fit your individual needs for you and your family. Regardless of the financial stage you are in, we will work together to develop specific strategies to help you work towards your goals.