Senior Vice President - Investments, Financial Advisor
Integrated wealth planning and investment management for your future
Why I became a Financial Advisor
Early in my career I realized I wanted to work with the people in my community with whom I could have direct long term multi-generational relationships. I enjoy taking the time to really get to know them, their families and their long-term dreams and ambitions. I put myself in their shoes, find solutions to address their financial goals throughout life and explain complex financial and economic concepts in a way that is easily understood so they can make informed decisions. Now after over 30 years as a Financial Advisor, I am most proud of the fact that I am able to work to provide my friends and clients a sense of clarity and confidence that they have an investment plan in place to help them achieve their vision of the future.
Whatever my client’s goals are, it’s very rewarding to work with them throughout their life and put strategies and plans in place to help them achieve their objectives. It fills me with great pride to watch someone retire on time or have a child or grandchild graduate from college without any debt due to the planning work we did along the way.
Whether you are building wealth or facing complex retirement or estate planning choices, I strive to provide clarity, to educate, and to make significant and tangible progress in planning for your objectives.
Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
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