Qualifications
After teaching High School Business and coaching for 11 years, I entered the financial industry with Aplan Securities. From then until now, I have worked with PaineWebber, McDonald Investments, UBS Financial and now RBC Wealth Management.
Throughout my career, I have focused on the accumulation and growth of assets over the long term. A combination of appreciation and income, while trying to control risk, is my recommended strategy for obtaining an acceptable risk adjusted rate of return.
More recently, as more of my clients have entered retirement, we focus less on the accumulation and growth of wealth and more on the preservation and distribution of the capital.
Education
Rochester Institute of Technology - BS Business Administration
SUNY - NYS Permanent Teacher Certification
