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Details

General Info

Not all financial advisors are created equal. As an independent advisor, I am not required to only review proprietary products. I have virtually the whole investment world at my fingertips.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 419-874-3458

MobilePhone - 419-944-9636

Address:
308 Louisiana Ave Perrysburg, OH 43551
Email:

Categories
Mutual Funds, Financial Services, Investment Securities, Retirement Planning Services, Stock & Bond Brokers
Services / Products
I consider myself to be a retirement artist. Clients provide me with information on their accumulated assets and I provide them with a picture of what their retirement will look like. We then establish and annually monitor a strategy to maximize a successful retirement. We will utilize a portfolio of  stocks, bonds, mutual funds appropriate to the clients risk tolerance.
Accreditation

LPL Financial

Data provided by one or more of the following: Thryv, Data Axle, Yext.