Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner
  • Series 7 - Securities License
  • Series 63/65 - Securities Agent and Investment Advisor License
  • Life / Variable Annuity / Health Insurance License

Education

  • B.S. Industrial Engineering, Lehigh University 1983
  • Masters of Business Administration, College of Santa Fe 1992

Interests

I am married with one son.

I enjoy fly fishing, cycling, and spending time with my family.

I served a combined total of 24 years in the active duty Air Force / Air Force Reserves and retired at the rank of Lieutenant Colonel.