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
36
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

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