My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

My interests are family, reading, gardening, traveling and serving on the Boards of local non-profits.

An active member of the Rotary Club of Leesburg for over 20 years, I started the Club's annual New Years Day Race (the REHAU RotaryResolution Race) in 1998. To date, the Race has raised over $300,000 for local charities. My wife, Carole, and I have been Co-Directors of the Race for 18 years.

I am the Chairman of Conversations at Oatlands, a lecture series. Each year this group invites prominent speakers to engage in a "conversation" at Oatlands Plantation, a National Trust property near Leesburg.

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Community Participation

  • Rotary Club of Leesburg - Member (1994 - present), President (1999)
  • REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - present)
  • Conversations at Oatlands - Board Member (2001 - present), Current Chairman
  • Oatlands Plantation (National Trust Property) - Board Member (1994 - 2004), Treasurer (2000 - 2004)
  • Notre Dame Academy (now Middleburg Academy) - Board Member (2000 - 2006), Treasurer (2003 - 2006)

Experience

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Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

Previous Experience

  • Vice President, Financial Advisor, Smith Barney, Inc., 1997 - 2010
  • Financial Advisor, Prudential Securities, 1993 - 1997
  • Deputy Commissioner, Social Security Administration (Bush Political Appointee), 1988 - 1992
  • Vice President, Secretary & Treasurer, Equitable Life Insurance Company, 1970 - 1987
  • U.S. Marine Corps, First Lieutenant, 1966 - 1969 (includes 13 mo. in Viet Nam)

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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