About me

Qualifications

• RBC Wealth Management — 30 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 is attending Chapman University pursuing a Masters of Fine Arts degree in Film.  Specifically in screen writing for television and streaming.  He also has a Bachelors degree from Oregon State University with a double major in Business and Digital Communications. 
• My middle son William is a senior at Iona University.  He is a scholarship athlete on Iona's division one golf team.  He is studying Business with an emphasis in Marketing and Entrepreneurship. 
• My daughter Nina is a freshman at Syracuse University where she is in the Whitman School of Business.  She has an interest in the fashion industry, she dances year round and hopes to study abroad for a 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.