I help families and businesses with retirement strategies, divorce finances, career transitions (401k rollovers) & estate and legacy strategies. Experience and Background:
As an Edward Jones financial advisor, I believe it’s important to invest my time into understanding what is most important to you before you invest your money. I want to know what you are working towards, your goals, your uniqu
e circumstances and your comfort with risk. I will work closely with you, your CPA, attorney and other professionals to develop a personalized financial strategy that is appropriate for you and your family or business. I believe everyone deserves sound financial advice so they can make informed decisions, and it is my honor to be able to provide my clients with that service. In order to better serve you, I have earned the Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, a final examination and commit to its code of ethics and continuing education. Prior to serving my clients at Edward Jones, I served as a naval officer for 25 years after graduating from the U.S. Navy Fleet Safety programs, navigator of aircraft carriers and a squadron commanding officer, pilot and military strategic planner – have fine-tuned my skills as a leader with vision and a passion for detail. I serve my clients with the same high standards and ideals of honor and commitment as I served our nation. I am passionate about continuing to serve my community. I am president of the Valley Forge Chapter of the Military Officers Association of America and serve on the boards of Longwood Rotary Foundation, Brandywine Professional Assoc., American Legion Post 134 and Family Lives On Foundation. I have the privilege of serving on U.S. Congressional Military Service Academy nomination interview panels and as a U.S. Naval Academy Blue and Gold Admissions Officer.
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