Specialties
Retirement PlanningEstate PlanningWealth Management
About Me
With over 30 years of experience, 20 of which was spent managing my own clients as well as managing numerous other Financial Advisors for firms like Morgan Stanley and Wells Fargo Advisors, we bring a unique perspective and skill set learned over the last 3 decades.
Other than the crash of 1929, I have been in this profession during just about every other major stock market correction in history and survived each one.
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Interests & Hobbies
Hunting, fishing and golf, none of which I have much time for I'm afraid.
Ready to talk?
Always free for clients.
Credentials
AWMA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC