24 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

• Retirement Planning Strategies
• Retirement Income Strategies
• Estate Planning Strategies
• Divorce Financial Planning
• Investments
• Insurance
• Tax Planning Strategies
• Charitable Giving
• Wealth Preservation Strategies

Interests

• I enjoy a variety of sports, and enjoy golf and bicycling
• I have completed a marathon and several triathlons
• I have my private pilot's license and enjoy flying 

Community participation

• Eastridge Kiwanis member

Qualifications

• Certified Financial Planner
• MBA in Finance

Education

• Miami University, Oxford, OH - MBA in Finance, 1991
• Clarkson University, Potsdam, NY - BSEE in Electrical/Computer Engineering, 1988

Professional associations

• Financial Planning Association