I have more than 40 years of experience in the financial services industry, throughout my career my primary focus has been helping individuals, families, and business owners accumulate and preserve wealth while developing thoughtful financial strategies designed to support both their current needs and long-term goals. I work closely with clients to provide guidance in retirement planning, investment management, and wealth preservation strategies. In addition to working with individual investors I assist small to mid-sized businesses with the design and implementation of retirement plans, including 401(k) plans and retirement strategies for business owners and their employee's. I also work with sole proprietors to establish individual 401(k) plans and other retirement planning solutions. My approach is to build on long-term relationships, personalized service, and a commitment to helping clients make informed financial decisions. Outside the office I enjoy spending time playing softball, hunting, fishing, and golfing.
Areas of Focus
Small Business Owners
Retirement Planning
Wholistic Financial Planning
Education & Credentials
Delaware County Community College - Associates Degree in Law/Law Enforcement
AIF (Accredited Investment Fiduciary)
Personal Interests
Family
Friends
Team Sports