After 19 years as an advisor with Thrivent Financial, I joined PalomarWealth in January 2020. Previously, I had spent 29 years in Retail Business Management in both Michigan and Illinois. I partner with clients primarily in the Springfield and Decatur area. I have earned the designation of CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® as well as Chartered Financial Consultant® and Chartered Life Underwriter®. I hold the Series 6 & 63 licenses as well as a Life & Health license.
Married to my wife Linda since 1976, we have 5 children, including a set of triplets! Now all grown and scattered around the world, our children have blessed us with seven grandchildren. Sailing is a passion of mine that I enjoy in my free time.
A Bible verse that reminds me to trust God for all my needs is Philippians 4:6-7. "Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving present your requests to God. And the peace of God, which transcends all understanding, will guard your hearts and your minds in Christ Jesus."
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Certified Kingdom Advisor®
- Series 63
- Life & Health License