With 37 years of experience in the financial service industry, I am a knowledgeable professional who is capable of assisting you in making life-changing decisions.
I bring to my clients a wealth of proficiency as a financial advisor. Having graduated from Wake Forest University in Winston-Salem, NC with a Bachelor of Science in Economics, I began my career as a financial advisor at the age of 26, in Bloomfield Hills, MI. The experience that I gained working with clients led me to management opportunities as a branch manager of three offices in Detroit and Pasadena areas.
In addition to being a Senior Financial Advisor, I have professional credentials which include the CFP® certification and licenses in insurance, as well as a Series 3, 7, 66 and Series 8 FINRA Registrations. I also served on the NYSE Exchange Hearing Board.
I am dedicated to working with individuals, families and business owners in the local community to help them accumulate, preserve, and transfer their personal wealth while minimizing their tax exposure. My mission is to provide common sense advice on the financial issues and events that affect my clients. I enjoy providing a high standard of service in addition to emphasizing client education.
I strive to attain a healthy lifestyle with time for family, friends, neighbors and community involvement with local organizations including The Huntington Museum, The Pasadena Heritage Foundation and Habitat for Humanity and previously served on the School Board of Odyssey School. For fun, I play tennis, golf, hike and run. My wife and best friend, Jane and I enjoy living the California life together. We have three grown children scattered around the country.|*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Merrill Life Agency's California License Number 0522776
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
