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

  • Family Finances
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
17
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
  • CLTC® Certified Long Term Care®

Education

  • BS Engineering - United States Military Academy - 1978-1982
  • MS Business Administration - Boston University - 1988-1990

Interests

Cooking (Italian and Thai are my favorite)

Racquetball (I play in a local league)

Traveling (Europe is my favorite)

German Shepherds (I have a dog named Hops!)

Community participation

The Endurance Planning Group proudly supports the Wounded Warrior Project and Warriors to Work.

As veterans of our nations’ military ourselves, we are proud to support these philanthropic organizations.

  • Wounded Warrior Project -http://www.woundedwarriorproject.org
  • Warriors to Work - http://www.woundedwarriorproject.org/programs/warriors-to-work.aspx

Awards & recognition

  • Ameriprise Circle of Success, 2019

Previous experience

  • Director of Customer Care, LHS Group/SchlumbergerSema, 1996-2002, Atlanta, GA
  • United States Army Reserve, Major, 1992-2012
  • United States Army, Captain, 1982-1992