Qualifications

 

 

I have been working with individuals and businesses in the area for more than 32 years, managing financial investments and Trusts, either directly or on behalf of a qualified retirement account.

I have experience as an arbitrator for the NASD (now FINRA) and am licensed to represent life and variable contract insurance sales.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

My specialties include: 

  • Extensive experience working with municipal investments and working with municipalities
  • Establishment, management, and servicing of business retirement plans
  • Retirement planning for individuals
  • Account servicing

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I work with clients, preferably on a fee-based basis.

I look forward to using my expertise to help you pursue your financial goals.