About My Practice
- North Point Wealth Management, Managing Director/Financial Advisor, January 2009-current
- Ameriprise Financial (formerly American Express Financial Advisors), Senior Financial Advisor, 2004-2009
- American Express Financial Advisors, Senior Financial Advisor, 1997-2004
- GE Capital, Regional Financial Consultant, 1988-1996
- General Motors, Plant Engineering, 1984-1986
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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