CERTIFIED FINANCIAL PLANNER™: As a financial professional with over 20 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. We offer specific guidance in areas such as 401(k) rollovers, pension benefit selection, retirement income planning, beneficiary designation and Social Security maximization strategies. This guidance is offered with "the heart of a teacher" and a low pressure approach.
BUSINESS: Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.
- FINRA Series 7, 24, 55, 63, 65 securities licenses
- Life, accident and health insurance licenses
- Certified Financial Planner™ professional
- Bachelor’s degree accounting S.U.N.Y. Brockport
- 1,100+ clients
- Live and work primarily in Austin, Texas with satellite offices in upstate New York
- Fee or commission accounts
- No cost or obligation first meeting
- Affiliated with Securities America, Inc.
PERSONAL: I have the wonderful opportunity to live in one of the fastest growing communities in the country; Austin, Texas. When not working I enjoy jogging, grilling for the family and taking in the sights and sounds of Austin. You might find us strolling the parks around lake Travis, at a soccer game or spending time with friends and neighbors.
SPECIALTIES INCLUDE: Retirement Planning, IRA's, Roth IRA's, Portfolio Development, Financial Planning, 401(k) Rollovers, Investment Education, Retirement Income Planning. Serving Clients in Upstate New York, the Austin Texas area and over 20 other states.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Please click here for more information.
Certified Financial Planner™ Professional
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Our First Meeting
We do not require that you sign anything at that time since it’s simply an opportunity for us to get acquainted. We evaluate your comfort level and see what we can bring to the table to add value.
I would love the opportunity to further engage. Please call my direct cell phone, email or complete the contact us form and I will be in touch within 24 business hours to discuss your request.