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Experience

As a leader in our wealth management practice, I specialize in helping people achieve their financial goals through investment and risk management, tax and estate planning, charitable giving strategies, and retirement planning. My clients appreciate that I care about them and their personal well-being and that I work very hard on their behalf.
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My most valuable takeaway from my time at Taylor University, besides my degree, was creating life-long relationships. My college roommate set me up with my future wife  his wife’s sister, and we still live less than five miles apart!

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