With over 42 years in the financial industry, I have dedicated my career to helping clients achieve
their financial goals and secure their futures. My journey began with a four-year Air Force career
followed by earning a bachelor’s degree from Park University in Parkville, Missouri.

Personalized Approach:
I help individuals and families with retirement planning, investment management, and tax-efficient
investment strategies. I understand that every client is unique, with distinct goals and concerns.
That’s why I take the time to listen and understand what is most important to you. Together, we
identify your goals and create a personalized financial strategy that aligns with your aspirations and risk tolerance.

Philosophy:
I believe in getting to know your story. Only then can I help develop a strategy that prioritizes
helping you reach your short- and long-term goals while managing the ups and downs of both life
and the markets. My goal is not just to manage your investments but to architect a life plan to help
guide you to financial security and success.

Commitment to Clients:
Building lasting relationships based on trust and transparency is at the core of my practice. I am
committed to maintaining open and honest communication, providing regular updates and being
readily available for consultations. My clients appreciate my prompt attention, straightforward
approach and dedication to their financial well-being, knowing they can count on me to be there
every step of the way.

Community Involvement and Personal Interests:
Outside of work, I find joy in spending time with my family and traveling with my wife of 36 years,
Diana. As an active member of Rotary International and the Sussex County and Randolph Chambers
of Commerce, I am passionate about giving back to the community. In my leisure time, I enjoy
baseball and flying, hobbies that keep me grounded and inspired.

Looking Forward:
I look forward to meeting you and discussing how we can work together to help achieve your
financial goals. Whether you are planning for retirement, looking to manage your investments or
seeking tax-efficient investment strategies, I am here to guide you with experience and dedication.