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

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Plan Distribution
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA, Sociology - Allegheny College, Meadville, Pennsylvania 1965
  • MSW, Social Work - Florida State University, Tallahassee, Florida 1967
  • PhD, Human Development - Univeristy of Maryland, College Park, Maryland 1972
  • Aurora High School, Aurora Ohio 1961

Interests

  • I am comitted to physical fitness
  • We participate in local and international mission work
  • I serve in Kairos Prison Ministry at the Connally Unit
  • I am a public speaker

Community participation

Rotary International serving as District Governor 2019-2020 Rotary District 5840

Fredericksburg Morning Rotary Club

Hill Country Memorial Hospital Foundation

Fredericksburg United Methodist Church

Fredericksburg Toastmasters

  • Fredericksburg Hospital Authority

Professional associations

  • Financial Planning Association
  • Hill Country Estate Planners Council