My objective is to continue building a wealth management practice in order to better meet our clients' personal goals and objectives. I use my knowledge and experience from over 30 years in the financial services industry to lead Aeon Wealth Management to meet the individual needs of our clients. At Aeon I strive to meet the goal of our business motto... Your Future/Our Priority.My area of specialization is retirement income planning. I analyze clients assets, pensions, home values, social security benefits, etc... to design portfolios and income strategies to maximize retirement income.My wife and I both enjoy traveling and playing golf together. We spend summer vacations in her home state of Oregon where we also love to hike, bike and spend time with family.Advisory services offered through Arbor Point Advisors, LLC. Securities offered through Securities America, Inc., member FINRA (www.finra.org) /SIPC (www.sipc.org). AEON Wealth Management, Arbor Point Advisors and Securities America are separate companies.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.Materials are for educational purposes only. Opinions of linked articles are of the author only and do not necessarily reflect the opinions or recommendations of Arbor Point Advisors, LLC./Securities America, Inc., or its licensed representatives.Third-party comments may not be representative of all customer experiences.