My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

I enjoy fine wines

Community Participation

  • McLean Crew Club, Board Member, McLean, Va.

Areas of Focus

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

Experience

28

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 Videos

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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.