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

  • Insurance
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans


  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • LUTCF® Life Underwriter Training Council Fellow℠

Previous experience

  • Financial Services Representative with Met-Life Financial Services, 1990-2016

Community participation

Assistant Scout Master-Boy Scouts of America


My wife and I love to travel and see different parts of the world. Spending time together, exploring, is when we are in our element. Once a year we take one of our children, and their spouse on a trip of their choice, to spend quality time with them one-on-one.

I'd like to say I play golf, but I think it plays me. As long as I don't take it too serious, golf is a great past time.

I also spend my spare time doing updates on my home. I know my limits, but when I can be demoing something with the intent to put it back together, now that is fun.