At home, I am a volunteer fire fighter helping neighbors for more than twenty years.
At work, I am an experienced advisor assisting clients with their financial lives for more than thirty years.
As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planing your retirement, funding a child's education or building personal wealth, I work to formulate financial strategies designed to help you pursue your goals.
As a trusted advisor, I maintain long-term client relationships with my clients. Together we work to define your unique financial needs and goals, and develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.
Drawing upon skills developed as a Certified Financial Planner℠ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) with more than 30 years of experience, I strive to help my clients with all aspects of their financial lives. Utilizing my experience as a former municipal bond analyst with Moody's Investor Service coupled with my accounting background enable me to help clients navigate through these increasingly more complicated markets.
The result is a "go to" Financial Advisor who is both trustworthy and competent to help you with any challenges that you may face in your financial life. Whether you are passing wealth down from one generation to the next, building a portfolio or evaluating new or existing life insurance policies or annuities, you can feel comfortable calling whenever you need.