Specialties
Retirement PlanningEstate PlanningWealth ManagementFinancial PlanningSuccession Planning
About Me
Born in Birmingham, England.
I started in the financial service industry in 1984, I am active in both community and industry affairs. I am and have been on numerous boards, both in our industry and related to the special needs of individuals and families. My areas of expertise include comprehensive financial planning, investment management, retirement and estate planning strategies, business succession planning and executive compensation planning.
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Interests & Hobbies
Family first, member of several boards, traveller
Ready to talk?
Always free for clients.
Credentials
AIF, AEP, CRPC, ChFC, CLU
Chartered Designations
What do these credentials mean?
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Disclosures
None