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
32
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
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies

Previous experience

  • Veteran of the United States Navy Submarine Force, 1980-1984

Community participation

Interests

  • I enjoy sailing in the Chesapeake Bay area and in the Caribbean
  • I love to Salt-Water fish.
  • I enjoy golfing in warm weather at places like Cape May National Golf Club.
  • I enjoy reading, I am usually reading at least 3 books at any given time. (History, Business & Fiction)
  • I like to cook, I try to find at least one new recipe per month and give it a try. I also enjoy collecting and reading about different wines.

My photos

4 albums
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