30+

Financial confidence means that no matter the storms that come, a dramatic headline or unfavorable Wall Street announcement, that your personal finances are so well planned out that you endure the wind and waves knowing you’re going to come out ok, stronger than before. You have financial stability regardless of the squalls.

I’ve had a close working relationship with advisors and their staff to grow a strong and compliant business for more than 30 years. My goal has always been to help advisors do the “right thing” for their clients without being part of the sales blocking team. I strive to be someone advisors want to call, knowing we can work together as a team to address any question or concern that comes up.

Travel to Italy with my wife in the near future. We also enjoy traveling with our two adult daughters whenever possible.