About My Practice
I believe 30 years of experience, solid judgment, and continuing education, help me to create successful long-term client relationships. I am very proud of that. My process includes helping my valued clients build, manage, protect, and plan for the eventual transfer of wealth. Airplane passengers always prefer a pilot who has experience. A lot is at stake from the take-off through the landing. Experience matters, especially regarding our wealth. I will add new clients that have been introduced to me by other clients. Our 1st meeting is just a friendly one-hour chat to see if we feel there is a "good fit". It is strictly educational. No financial documents are reviewed at our 1st meeting.
After teaching over 400 classes on Estate Planning and Trusts over the years, I developed the ability to help clients easily understand what may be complicated matters. These include investments, insurances, annuities, investment planning, estate planning, and debt management. I readily utilize (at no cost to the client) the broad range of Specialists within Wells Fargo Advisors. This expertise has often proved quite helpful in developing solutions and client success. Planning is key to achieving objectives.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 31, 63, 65, 66
Life insurance: Mi, Health/disability insurance: Mi, Fixed annuities: Mi, Variable annuities: Mi
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Domestic Partnership Advisor
Securities licensed in these states California, Florida, Georgia, Kansas, Michigan, N. Carolina, S. Carolina, Tennessee, Washington
Considerations: Free Consultation
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.