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

I enjoy fine wines

Experience

? 30

Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Employee Stock Options
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • Certified Public Accountant, CPA
  • Certified Financial Planner, CFP
  • SERIES 3, 7, 9/10, 63, 65
  • Life & Health Insurance
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Education

  • Bentley College MBA, 1983 Finance
  • Suffolk University BSBA, 1976 Accounting

Professional Associations

  • Virginia Society of CPA's, Member, Richmond, Va.
  • Maryland Association of CPA's, Member, Baltimore Md.

My Photos(1 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.

My Videos(1 videos) X