Financial Planner
28810 Cr 38
Po Box 385
Wakarusa,
IN,
46573
Map |
Driving Directions
Phone: 574-862-1962
Fax: 574-862-1953
Volatile markets. New tax laws. Upcoming retirement. Teaming up with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.
You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues- matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.
As a Prudential licensed financial professional, all of my experience and skills are at your disposal.
Please call me today or click the 'schedule an appointment' link below.
Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates. Securities products and services offered through Pruco Securities, LLC, member SIPC. All are Prudential Financial companies located in Newark, NJ.
IFS # A142322 Ed 1/2008
Profile
- Member Wakarusa Chamber of Commerce
- 2008 Qualifiying Member of Million Dollar Round Table
- 2008 President, Maple City Toastmasters, and a member of Toastmasters International
- 2007 President, Northwood High School Band Boosters
- 2006 President, National Association of Insurance and Financial Advisors of North Central Indiana
Education
- Licensed for Life and Health Insurance in Indiana, Michigan
- Licensed for Property and Casualty Insurance in Indiana and Michigan
- Securities License Series 6,63,65, & 7
Personal
- Married to Esther we have 3 children and 2 grandchildren
- Esther and I are youth group leaders for the Wakarusa United Methodist Church
- We also serve on the advisory council for our church
- We enjoy travel, and Volunteer work.
Next Steps
It would be my pleasure to meet with you and discuss your financial and insurance needs.
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
