My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance

Education

  • B.S. degree in Mining Engineering- Columbia University-1970
  • Masters degree in Business Administration- University of Utah-1973

Community participation

Community service has included involvement in many arts organizations including the Arts Council of Greater Kingsport, Kingsport Theater Guild and Kingsport Ballet. I have also served as Elder and Deacon and am a member of First Presbyterian Church in Kingsport, sing in my church choir and participate in the youth pals program.

Interests

I have been married for 45 years and lived in Kingsport for 34 years.I enjoy golf, movies, walking, gardening and landscaping, travel and choral singing. My wife and I have two married children living in Brooklyn,NY and Charlotte, NC. I am an avid fan of the Boston Red Sox, Boston Celtics, and New England Patriots.

Elder and Deacon First Presbyterian Church, Kingsport

Past board member and President of Kingsport Theater Guild

Past member of the Kingsport Arts Council