Private Wealth Advisor
I grew up following the NY Yankees and NY Giants but have also been a fan of the Kansas City Chiefs since high school. Go Chiefs! In my spare time, I enjoy exercising, traveling, and spending time with my family.
For over 27 years, it has been my pleasure to help my clients feel confident, connected and in control of their financial lives. I help them prepare for whatever life brings – both the expected and the unexpected.
My personal mission statement is “To Help Nice People Live Happy Lives”. As part of fulfilling that mission, I have taught Personal Finance classes at the local high schools, mentored students, coached Little League Baseball teams, and spoken at several Career Development Days in town.
CFP®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
CFP®, CRPC®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, NH, NJ, NY, NC, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Commonwealth’s