I began my career in financial services in 1985. Early on, I realized that, while clients are looking for solutions to their needs and concerns, many companies tend to "push product".
As a result, I have aspired to become an effective financial planner. I earned the CERTIFIED FINANCIAL PLANNER® Professional certification, ChFC (Chartered Financial Consultant), CLU (Certified Life Underwriter) designations, and hold Life and Health Insurance licenses, as well securities registrations Series 6, 7, 63, and 65 as an Investment Adviser Representative of Commonwealth.
My experience includes many years of complex estate, investment, retirement and insurance planning. While at Lincoln Financial Advisors, I was able to lend estate planning experience to Morgan Stanley representatives located in branch offices throughout Central Illinois via a national agreement with Lincoln Financial Advisors. Since we began MasterPlan Financial Group in 2005, I have focused my attention on our own clients and their families.
My lovely wife Karen and I reside on a farm with our six children (Katie, Jenni, Nathan, Seth, Mark, and David). I gave my life to Jesus Christ at an early age and as a result, my ambition is to honor Jesus Christ in every area of my life. Financial planning often brings about close relationships with our clients. My hope is that through the work that we do and the service we provide, our clients might find eternal value in working with us.