Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies

Education

  • Public Administration, University of Tennessee, 1978

Community participation

Lancaster Rotary Club

Interests

  • Julie and I love the time we spend with family and friends.
  • Our grandchildren, Grace, Andrew and Oliver live on Hilton Head Island, SC and we visit often.
  • My hobbies include golf, reading and yard work.
  • Sometimes I wonder if yard work is a hobby.