Advisor profile


My approach

My education in finance, as well as my previous experience as an insurance company executive and as Deputy Commissioner of the Social Security Administration, gives me a unique perspective when I consider clients' financial concerns and goals for the future. As an Ameriprise financial advisor, I am backed by a team of professionals at the corporate office who specialize in everything from retirement and tax planning strategies to insurance and asset management. My mission is to help clients plan to reach their financial goals through a personal relationship based on personalized, knowledgeable advice.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Family Finances
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

My interests are family, reading, gardening, travel and serving on the Boards of local non-profits.

An active member of the Rotary Club of Leesburg for over 25 years, I started the Club's annual New Years Day Race (the REHAU RotaryResolution Race) in 1998. The Race raised nearly $350,000 for local charities. My wife, Carole, and I were Co-Directors of the Race for 20 years.

I am the Chairman of Conversations at Oatlands, a lecture series. Each year this group invites prominent speakers to engage in a "conversation" at Oatlands Plantation, a National Trust property near Leesburg.

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Community participation

  • Rotary Club of Leesburg - Member (1994 - 2020), President (1999)
  • REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - 2018)
  • Conversations at Oatlands - Board Member (2001 - 2020), Current Chairman
  • Oatlands Plantation (National Trust Property) - Board Member (1994 - 2004), Treasurer (2000 - 2004)
  • Notre Dame Academy (now Middleburg Academy) - Board Member (2000 - 2006), Treasurer (2003 - 2006)

Previous experience

  • Vice President, Financial Advisor, Smith Barney, Inc., 1997 - 2010
  • Financial Advisor, Prudential Securities, 1993 - 1997
  • Deputy Commissioner, Social Security Administration (Bush Political Appointee), 1988 - 1992
  • Vice President, Secretary & Treasurer, Equitable Life Insurance Company, 1970 - 1987
  • U.S. Marine Corps, First Lieutenant, 1966 - 1969 (includes 13 mo. in Viet Nam)