I take the guess work out of retirement planning. I have been in the financial services industry for 27+ years in different roles. My personal & professional experiences give me a more comprehensive view of the role advisers should take with clients. I focus my professional practice in helping clients with managing their retirement income flow, wealth management and capital preservation strategies. My goal: Provide Personalized Retirement Strategies.I enjoy simplifying investment strategies and how to use them properly to meet specific needs. While everyone has different investment needs with different timelines, everyone has access to information on the same investment tools, strategies and products to meet those needs. It’s how, when, and why you use a product or a strategy that makes a difference in the outcome to the portfolio’s goals.My background includes retail banking with Centrust Bank, retail stockbroker, Investment banking, structured settlements, Life & Health insurance, Premium Finance, and fee based Independent Investment Adviser services. I have held licensed investment adviser appointments in the past with companies like American Express (IDS) Financial Services, MetLife, Symetra & PlanMember Securities.
Director Financial Planning
Edelman Financial Engines
Serving Clients in these States