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
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
  • Investment Management
  • Tax Planning Strategies

Previous experience

  • Wells Fargo Advisors, Financial Advisor, 2004 - 2016
  • Washington Mutual, Financial Advisor, 2000 - 2004
  • The Guardian Lide Ins. Co., Agent/Financial Consultant, 1997-2000
  • Mutual of New York, Agent, 1993-1997
  • United States Marine Corps, Marine, 4/1980 - 12/1987


My main interests surround family and friends. I like to spend time with my children and grandchildren. My other interests include traveling, golfing, fishing and staying physically active.