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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • SIE - Securities Industry Essentials Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Previous experience

  • Competitive Soccer - Switzerland, England, and USA, 3 years

I’m here to support you during COVID-19

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

-Coaching youth soccer

-Metropolitan Ministries

Interests

I grew up in Manchester, England and moved to the United States when I was 23. I played competitive soccer here and then started in the financial industry in December 1992.