“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, 2006-2018. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
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.