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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

  • Bachelor of Science Business Administration, Villanova University, 1969 - 1973

Previous experience

  • Wells Fargo Advisors Vice-President-Investment Manager, 2016-2023
  • Merrill Lynch Vice President- Financial Advisor, 1983-2016

Community participation

  • Bridging the Gap - United States Air Force
  • Civic Leader - United States Air Force

Interests

On a personal front, I have many accomplishments in the areas of: Equestrian, Sailing, & Martial Arts. I am currently studying American Sign Language (ASL) and speak conversational Spanish and Italian.

My photos

2 albums
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