Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Interests

  • I enjoy sailing in the Chesapeake Bay area and in the Caribbean
  • I love to Salt-Water fish.
  • I enjoy golfing in warm weather at places like Cape May National Golf Club.
  • I enjoy reading, I am usually reading at least 3 books at any given time. (History, Business & Fiction)
  • I like to cook, I try to find at least one new recipe per month and give it a try. I also enjoy collecting and reading about different wines.

Community participation

Previous experience

  • Veteran of the United States Navy Submarine Force, 1980-1984