27 95

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, home improvement, travel, or other needs and dreams, 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 and understand your goals, and 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. That’s why now, more than ever, you need a plan.

More...

Interests

Music of all genre especially classical. Playing golf.

Areas of Focus

  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 16
  • Platinum Service Advisor, 9 years

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ADPA  Accredited Domestic Partnership Advisor
View Definitions

Education

  • M.P.S., Health Services Adminstration New School University New York N.Y. 1984
  • M.A. Clinical Psychology East Carolina University Greenville, NC 1971

Professional Associations

  • Financial Planning Associaton