Professional Services
- Fee-Based Financial Planning
- Wealth Management
- Retirement Preparation
- Business Succession Strategies
- Estate Planning
- Life & Disability Insurance
- Long Term Care Insurance
Professional Qualifications
- Certified Financial Planner (CFP)
- Certified Kingdom Advisor (CKA)
- Retirement Income Certified Professional (RICP)
- Series 7, 24, 51 & 63 Securities Registration
- Life / Health License
- Certified in Long Term Care
Community / Industry Involvement
- Kingdom Advisor Founding Member ·
- Youth Inc. Member
- Warrick County 4-H Clubs
- Student Christian Fellowship (SCF)
- Noah’s Ark Christian Preschool.
- LifeWise Academy
Personal
- Financial Planning Experience since 1981
- Married since 1978 and have 3 children & 6 grandchildren
For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Wealth Services, LLC, nor any of its representatives may give legal advice.