About My Practice
I have been a financial adviser since 1999 and am a CFP® Professional. After spending over a decade with Morgan Stanley and Merrill Lynch, I chose to continue my practice independent of big investment houses. I am currently affiliated with Woodbury Financial Services, located in Oakdale.
Becoming independent has allowed me to focus on servicing my current clients without pressure to obtain more clients, nor favor certain investment products. I do not spend time promoting my business; all new clients come from referrals, either from existing clients or this FPA website.
I manage less than 100 households, but a significant amount of assets. Having a small number of households allows me to get to know each client very well, and offer services and a personal touch that is rarely found in traditional adviser/client relationships.
Experience
- Advising clients since 1999
- Certified Financial Planner™ Professional
- Bachelor of Science - Business Finance (2000)
- Master of Science - Applied Economics (2011)
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Masters in Economics
Broker-Dealer Affiliation
Woodbury Financial Services
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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