Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
39
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