Qualifications
As a financial advisor over the past two and half decades, I pride myself on listening carefully and evaluating client’s needs. My early beginnings allowed me the opportunity to work for a small regional, over the counter stock, under writing firm. This provided a valuable experience for evaluating stocks and new issues. The next opportunity came in transitioning to J.B. Hanauer & Co. JBH had an excellent reputation for fixed-income investments. After decades of accumulating wealth, it is imperative that I be able to provide my clients with the peace-of-mind that comes from knowing that their wealth will be preserved. Just about the time when I began feeling the need for a larger platform to provide for my higher net worth investors, RBC Wealth Management bought JBH & Co. That merger completed the balance my clients needed to prepare them for the next decade to come. Often times, the financial future of generations is entrusted to me, and there is nothing more important to me than making sure I have listened well enough to truly understand the goals, dreams, and obligations of the family I’m advising.
Education:
University of Wisconsin/Parkside campus 1979 University of Tampa 1981 University of South Florida 1983 College of Business Administration Bachelor of Art / Finance degree.
Along with regularly traveling to participate in group meetings with the other Senior Financial Advisors in the company to meet with representatives from some of the best money management firms in the world, I have received a certificate of completion from Cannon Financial Institute. In addition, I am a mentor to several of the newer Financial Advisors in my branch.
Professional Designations:
Accredited Wealth Manager Estate and Wealth Strategy Institute Michigan State University 2008.
