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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Previous experience

  • Wells Fargo Advisors, Financial Advisor, 2004 - 2016
  • Washington Mutual, Financial Advisor, 2000 - 2004
  • The Guardian Lide Ins. Co., Agent/Financial Consultant, 1997-2000
  • Mutual of New York, Agent, 1993-1997
  • United States Marine Corps, Marine, 4/1980 - 12/1987

Interests

My main interests surround family and friends. I like to spend time with my children and grandchildren. My other interests include traveling, golfing, fishing and staying physically active.

My photos

4 albums
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