Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
35
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

  • St. Bonaventure University, BBA, 1985 Major: Accounting & Minor: Philosophy

Interests

  • Family & friends
  • Windsurfing, skiing and the outdoors
  • Member of the Austin Ski Club
  • Theatre & travel

Awards & recognition

  • Five Star Wealth Manager, 2012-2018

Professional associations

  • Financial Planning Association