I joined First Command Financial Services as a Financial Advisor in January 2021 after completing a 26 year career in the U.S. I hold a Bachelor’s degree in Naval Architecture and Marine Engineering from the United States Coast Guard Academy and a Master’s degree in Naval Architecture and Marine Engineering from the University of Michigan. I hold Series 7 and Series 66 securities licenses plus lif
e and health insurance licenses in Pennsylvania, New Jersey, and Delaware. As a First Command Financial Advisor, I am committed to helping clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family I serve. My areas of focus include:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions and risk management
I was a client of First Command for more than 25 years before becoming an Advisor. That experience showed me the value of personal financial coaching and goal driven planning. Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages.
