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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Retirement Planning Strategies
50
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • Hunting
  • Fishing and Crabbing

Previous experience

  • Park Avenue Securities, Financial Advisor, 1999-2021
  • Guardian Investor Services Corporation, Financial Advisor, 1989-1999
  • Jefferson-Pilot Investor Services, Financial Advisor, 1972-1989

My photos

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