I create financial plans and investment portfolios for individuals, families, and businesses that are simple, easy to understand, and goal-oriented so that my clients can focus on what they love to do. Over the years, I have learned that I do not know everything, but one thing I do know is that some people do not love to manage their investment accounts. If that sounds like you, then we should visit and see if we are a good fit to assist you. Seriously, call or email soon, it will certainly be better than reading the rest of this exciting bio!

As if helping to create plans and portfolios isn’t enough, I also help farmers and businesses with all their tax needs through my work with McKern Financial Group, Inc., a full-service tax, accounting, insurance and payroll company in the same office.* Taxes – the second most fun thing in the world behind finance.

When I chose to enter a lifetime of assisting people with finance and tax, I promised myself that I would make it simple, fun, and professional for all of my clients and staff.  I know this works because it has worked for over 20 years. My career began on the first day of the dotcom bubble bursting – we survived that, managed through a financial crisis, and most recently a worldwide pandemic. My process works, even during what seems to be the darkest of times, and will always keep your best interests the only priority. There really is no other way.