About My Practice
With over thirty years of experience, I've learned that financial planning is more than a mere document. It is a way of life, requiring constant course corrections. I enjoy working closely with my clients frequently to make those corrections.
Experience
Having been a Special Forces officer, a Trust Officer, and a Private Banker, I have an extraordinarily wide perspective for my clients . . . as whole people, not as mere cases.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Certified Investment Management Analyst
Broker-Dealer Affiliation
None/NA
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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