Advisor profile


What you can expect when you work with me

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.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, Politics, Washington and Lee University, Lexington, VA 1985

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • First Vice President, Wells Fargo Advisors, 2009-2019
  • Vice President, Citi Smith Barney, 2005-2009
  • Vice President, UBS, 2001-2005
  • Senior Investment Consultant, Citicorp Investment Services, 1992-2001

Community participation

Huntington Youth Football - Coach and Commissioner

Cold Spring Harbor Youth Lacrosse - Coach

Catch A Lift Fund - Catch a Lift – Changing Bodies, Healing Minds, Saving Lives (catchaliftfund.org)

Tunnels to Towers Foundation - Tunnel to Towers Foundation (t2t.org)

SCO Family of Services - SCO Family of Services - Extraordinary reach. Unconditional care. Life-changing results.

Interests

I enjoy traveling, especially to see my children in NYC, Atlanta and Tallahassee. I enjoy playing golf and boating. And, have a lifelong connection to football- played in college, still work on the chain gang of the New York Jets and am a huge fan of both the Jets and the Georgia Bulldogs.