Hi, I'm Ted.

 

Helping you retire with confidence—and live with purpose.

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For over 20 years, I’ve had the privilege of walking alongside individuals and families as they plan for life’s most meaningful chapters. I’m not just here to talk numbers—I’m here to understand your story, your goals, and what financial freedom really means to you. Whether you’re dreaming of more time with your grandkids, volunteering overseas, or finally taking that cross-country road trip, I’m here to help make that possible—with clarity and confidence.

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I live in the same community I serve, and I’m proud to be part of it. My wife and I have been married for 25 years, and we’re raising three incredible kids who keep us on our toes. On weekends, you’ll find me coaching youth basketball, volunteering with local nonprofits, or hosting backyard barbecues for neighbors and friends.

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What sets me apart is simple: I care deeply. I’m a fiduciary, which means I put your interests first—always. I believe trust is earned, not assumed, and I’m committed to transparency, integrity, and relationships that last a lifetime.

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If you’re looking for a planner who treats your retirement like it’s his own, I’d be honored to help you build a future that’s not just secure—but significant.