My approach to financial planning over the past three decades has always centered on my commitment to listening carefully to each client and giving informed, sound counsel as the basis for an investment program that is tailored to each client's needs.
I feel my job at Lincoln Financial Advisors in Madison is to deliver the appropriate long-term investment plan by integrating each client's values with their resources, risk tolerance, time frame and financial goals. I feel our unique financial planning approach enables our clients to determine what products and services are appropriate for them, their families and their future.
I have been in the insurance business for 30 years and an executive with Lincoln Life since 1981. I have been proud to have worked within the Lincoln Financial Group as a Regional Vice President, Home Office Marketing Manager and as a Pension and Annuity Wholesaler during my 25 plus years with the Lincoln organization.
I graduated from Western Michigan University and have also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, which is dedicated to leadership in innovative training and development for financial services professionals.