Life’s experience and the knowledge it give us are the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
Prior to joining Financial Design Associates, I began my career in 1982 in the commercial construction and real estate industry providing asset management, partnership management, construction management and consulting in the greater Washington DC area. In 1996 I had a business opportunity and relocated with my family to Hilton Head Island, SC to continue what I had successfully done up north. I continued in the real estate development and asset management industry for another 16 years until I joined Wells Fargo Advisors as a Financial Advisor in 2010.
I am a graduate of Ithaca College in Ithaca, where I received a Bachelor of Science in Business Administration in 1982.
My hobbies include coaching and mentoring high school linebackers and running backs. He enjoys skiing, boating, biking and traveling.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies