We get so busy that it’s not surprising when people are hard-pressed to keep track of all their financial issues. Add ongoing tax and economic changes to the mix, and you may see the importance of getting yearly “checkups” with a financial advisor. Of course, you want someone with your best interests in mind. That’s where I come in, even if you just want a second opinion on your situation.

I serve members and nonmembers, right here, at Union Chequers Bank. I have the advantage of being affiliated with Cetera Advisor Networks LLC, one of the largest independently managed broker-dealers in the country. I work with hundreds of mutual fund products, annuities, insurance products and other investment programs to help you build towards your goals (while working inside your “comfort zone” for investment risks).

Plan your future in a relaxed setting, free from hard-sell tactics. If you’re a member, you also get the advantage of coordinating your credit union and investment services.

I have been in the financial field since 1987. As Investment Adviser Representative, I am able to provide financial planning, investment and insurance advice, and brokerage services through Cetera Advisor Networks LLC. My strong background in accounting allows me to help individuals and families work toward their financial dreams. When I’m not working, I enjoy Boy Scout activities with my boys, ocean fishing, scuba diving with my family during the summer months, and being involved in community service.

If you want personalized financial advice, please call your local branch to set a no-obligation appointment.

Check the background of these investment professionals.