Over the past 35 years I’ve provided consultant services for both individuals and corporations with an emphasis on retirement, tax, investment and estate planning. I take pride in my ability to turn complicated concepts into understandable action items so that my clients can make the best, informed decisions for what matters most in their lives. In 2006 I joined Diversified Financial Group (DFG) k
nowing my clients would experience several additional benefits from my association with a truly independent firm. DFG is an independent comprehensive financial planning firm that includes 35 associates with an average of over 20 years of industry experience and close to $1 billion in total client assets. Additionally, I realized I would need a unique set of analytical tools to deliver on the retirement goals that plan sponsors establish for their plan and its participants. After identifying these tools, I became a member of the Retirement Plan Advisory Group (RPAG), a front line alliance of accomplished advisors with the goal of producing enhanced value for sponsors and participants of qualified and non-qualified retirement plans. Together with my wife Shari we have 5 wonderful children. Kiley, a graduate of the University of Iowa, is a Behavior Analyst (BCBA) at Balance Autism. Nate, a graduate of the University of Denver, is Vice President of Point72 Asset Management in Singapore. Ben will complete his degree in Public Health from the University of Colorado at Denver in December of 2019. Keaton, despite being afflicted with Cystic Fibrosis, continues to be a positive source of inspiration to all. Kaden is turning his passion for cars into a career with Hummel’s Nissan. In my spare time, I enjoy golf, hockey, football and being a loyal Cubs fan! Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
