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
27
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
  • Family Finances

Interests

* Spending time with my family.

* Almost all sports, with a special interest in baseball . I also enjoy fishing.

* I enjoy traveling. I try to get to the the Outer Banks in North Carolina a few times each year, preferably with my friends, and I look forward to a Florida trip with my father each year.

* Collecting baseball cards. My collection is fairly large and I working on my sets from the 1960's.

* Investing and the stock market.

My photos

2 albums
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