About me

Qualifications

• RBC Wealth Management — 32 years as a financial advisor.
• RBC Wealth Management Consulting Group - An exclusive group of financial advisors recognized for their success in building a consultive fee-based business practice.
• RBC President’s Council — 1995 to 2023 (Top 20% of Financial Consultants).
• University of Oregon — Bachelor of Science degree in Business Administration. Double major in Finance and Economics.

Family

• My oldest son James lives in Los Angeles and is pursuing a career in screen writing for television/streaming after receiving a Masters of FIne Arts degree in Film at Chapman University.  He also has a Bachelor of Science degree from Oregon State University.
• My middle son William lives in Manhattan and works as a sales development representative for Moody's.  He has a Bachelor of Science degree from Iona University where he played on their NCCA Division I golf team. 
• My daughter Nina is a junior at Syracuse University where she is in the Whitman School of Business.  She has an interest in the fashion industry, she dances at the student led SU DanceWorks and will study abroad in Madrid during the spring semester.

Interests

• I enjoy a round of golf, a day at the mountain, squash, ping pong, a couple hours on my mountain bike, and a good workout.