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Who I Am

TRUST in Experience

"In this ever-changing world, I try to live my life by the values of a simpler time: a time when a man's word was his bond. When trust and integrity didn't just mean something: they meant everything."

-Shane Roth

Along with 32 years of industry experience, I combine my ability to help others, strength in planning and commitment to personalized service in order to create a cohesive plan for my clients.

As an MBA, I strive to bring traditional business values to my clients' retirement planning. After all, no matter what your goals are, I understand that they are of utmost importance to you and your family. I take that to heart, and strive to help you define and achieve your goals.