Investment Adviser
Personal financial guidance. Fiercely dedicated to the people I serve.
My mission
Thoughtful guidance, data-driven strategy and consistent execution, to help you achieve measurable and sustainable financial growth.
About me
An Investment Adviser and Stock Broker with over 38 years of experience in the U.S. financial services industry, I have dedicated my career to helping clients build, manage and preserve wealth through disciplined, strategic investing.
I have had the privilege of working with six highly respected brokerage firms and currently partner with Cetera Wealth Services, LLC (CRD# 13572), where I develop tailored investment strategies aligned with each client's financial goals, risk tolerance and long-term vision.
Over the course of my career, I have successfully completed nine industry qualification examinations and maintain registrations across 54 U.S. jurisdictions. These credentials reflect my commitment to regulatory excellence, professional integrity and the highest standards of fiduciary responsibility.
My experienceWhat I Do
Precision-built to grow and protect what you've spent a lifetime accumulating.
Disciplined, long-term wealth management aligned to your retirement goals, risk tolerance and timeline. Growth with purpose. Preservation with intention.
Direct access to the markets, with 38 years of experience behind every trade.
Stocks, bonds, ETFs and mutual funds, bought and sold with care. Research-driven recommendations, clear explanations of cost and risk, and every decision made in your interest, never under pressure.
Your retirement income should outlast everything the market throws at it.
Retirement income requires more than a savings balance. I engineer structured income streams designed to remain stable through market shifts, inflation and the unexpected costs most plans never account for.
Confidence in retirement means knowing exactly where you stand.
I identify, measure and manage the risks that can quietly erode a retirement plan, from market exposure and sequence of returns to concentration risk, so your strategy holds under pressure.
The difference between a good retirement and a great one is often what you keep.
Forward-looking, multi-year tax planning designed to reduce lifetime tax exposure. Not just this year's return: every year of your retirement, coordinated from the start.
Your legacy should go exactly where you intend.
Thoughtful estate planning that protects your assets, reflects your wishes and keeps more of what you've built in the hands of the people and causes that matter most.
Career
Credentials
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