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
46
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
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

  • University of Michigan, BBA

Previous experience

  • Fuji Securities, Vice President of Sales, 1978-1997
  • Energy Trading at Com Ed, Financial Advisor, 1997-1999
  • Morgan Stanley, Financial Advisor, 1999-2004

Community participation

Boys & Girls Club of Lake County

Annual Rummage Sale First Presbyterian Church

Interests

Golf, Paddle, & Golden Retrievers.