My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

  • University of Michigan, BBA

Previous experience

  • Fuji Securities, Vice President of Sales, 1978-1997
  • Energy Trading at Com Ed, Financial Advisor, 1997-1999
  • Morgan Stanley, Financial Advisor, 1999-2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Boys & Girls Club of Lake County

Annual Rummage Sale First Presbyterian Church

Interests

Golf, Paddle, & Golden Retrievers.

My photos

2 albums
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