Advisor
I enjoy helping members reach their dreams. I have spent my entire career in the financial industry, beginning as a CPA and growing into financial planning. My goal is to be your trusted advisor so as life happens, you can know I‘m here to help you through the impact of those changes and ensure we are still on track to reach your overall financial goals.
“The best part of my job is helping people accomplish their financial goals.”
I understand that financial planning impacts more than just you, and I aim to help you understand how your decisions impact your family for generations to come. I give you advice as if you were a member of my family – looking out for your best interests.
My passion for future planning comes from my own large family. I am the proud father of eight children and five grandchildren. When I can be of service to you, please do not hesitate to give me a call.
My passion for future planning comes from my own large family. I am the proud father of eight children and five grandchildren. When I can be of service to you, please do not hesitate to give me a call.
Primary Location
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.
