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My Approach

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Interests

  • I am an active member of Jupiter Light Masonic Lodge No 340
  • I spend time every weekend working in my yard or on my house
  • I am an avid professional and college football fan
  • I enjoy playing and watching golf

Community Participation

  • West Jupiter Community Group, Inc. - Tutor Disadvanteged Children
  • Jupiter High School Project Graduation - Volunteer Fundraiser
  • Cornell Alumni Admissions Ambassador Network - Co-Chairmen/Interviewer
  • Cornell Alumni Association - Board Vice President
  • Palm Beach County Head Start Program Godparent

Areas of Focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments
  • Education Planning
  • Charitable Giving

Experience

Awards & Recognition

  • Ameriprise Client Satisfaction Score (Top Score), 2011

Qualifications

  • Certified Financial Planner
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst
  • Certified Special Needs Advisor
  • Certified Financial Manager
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Education

  • BS Engineering, Cornell University 1968
  • MBA Cornell University, 1970

Professional Associations

  • Collaborative Divorce Team, Inc.
  • Palm Beach County Estate Planning Council
  • Ivy League Business Association
  • North Palm Beach County Chamber of Commerce
  • Palm Beach Business Associates
  • Tri-County Networking Group

Files for Download

My Videos

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My Photos Show Thumbnails

My wife Candy and I with our 3 year old Palm Beach County Head Start Program godchildren. We each also have a 4 year old godchild.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.