My Approach

Putting clients first; it’s what I do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

· “Understands me and shares my values”

· “Explains things in understandable terms”

· “Has defined, repeatable processes for producing results”

· Has “knowledgeable, timely and tactical” investment ideas

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

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

An active member of the Rotary Club of Leesburg for over 20 years, I started the Club's annual New Years Day Race (the REHAU RotaryResolution Race) in 1998. To date, the Race has raised over $300,000 for local charities. My wife, Carole, and I have been Co-Directors of the Race for 18 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 - present), President (1999)
  • REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - present)
  • Conversations at Oatlands - Board Member (2001 - present), 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)
25
Years of Experience ?

Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

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)

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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