“I take the time to get to know you and your family and act as your trusted advisor to help you achieve your vision of retirement.”
As a Financial Advisor with over 28 years of experience, my role is to serve as an advocate for your overall financial success and put a retirement plan in place to meet your specific needs. I help my clients plan for a secure retirement, manage assets, liabilities, and cash flow, and avoid unnecessary income, capital gains, and estate taxes.
I joined Wells Fargo Advisors in 2005 after working as a Financial Advisor at Merrill Lynch and Smith Barney. Dedicating myself to a career as a Financial Advisor I have earned my Certified Financial PlannerTM (CFP®) professional designation by completing rigorous courses and passing a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
To continue building my knowledge, I earned my Chartered Financial Consultant - ChFC® certification. The curriculum and training included lessons in key elements of financial planning, such as retirement planning, estate planning, insurance, investments, and income taxes. This commitment has help me become a Premier Advisor at Wells Fargo Advisors, 2006-2019. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Originally from New York my family moved to Atlanta in 1976, I have lived in Alpharetta for the past 25 years. Happily married to Maria for 30 years, we have two great children, Alaina and Scott. Away from the office, I enjoy golf, reading, and spending time with my family. I support programs and charities that help veterans and people who are trying to rebuild their lives, such as Wounded Warrior Project and The Salvation Army.