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

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Education

  • MBA Long Island University 1978

Previous experience

  • November 1989 to May 1995 Vice President Lehman Brothers, May 1995 to April 2017 Senior Vice President UBS

Community participation

As a former Army Company Commander and Vietnam Veteran I have been very active with "The Wounded Warrior" project since it's inception. I have also hosted several events for their Caregivers and Spouses of these heroes.
Former Board Member of Houston Area Parkinson's Foundation and also the Muhammad Ali Parkinson Foundation. Committed to finding a cure for this crippling disease.

Interests

Active at Briar ClubSeveral Military Veterans OrganizatonsSports and all outdoors

Also active Senior Leader Network member of Conscious Capital Organization