About Me
I quickly understand that everyone’s economic and life situation is unique and keep that in mind while drawing on 30 years of financial services experience. My previous experience working with clients in the past has laid a solid foundation for my current position as a wholesaler with New York Life.
Passionate about providing retirement security, I specialize in connecting financial professionals and their clients with solutions across the wealth strategy spectrum from asset accumulation to distribution with income. Attention to detail, keen listening skills, and great empathy are traits that set me apart in the industry.
Using skills honed over the years, I maintain a strategy that continually reviews measured achievements against stated objectives in a rapidly changing world. I’m effectively supported by a group whose teamwork, professionalism, and service mindset help me build long-term relationships with my growing client base. If you ever have a question about your strategy or specific financial products, you can rely on me and my knowledgeable team.
An alumnus of Franklin Pierce University in New Hampshire, I hold securities licenses and I’m often sought to speak on retirement topics and pitfalls. Away from the office I enjoy golf, ice hockey, and travel. I’m happily married to my lovely wife Melinda, with whom I have two children. Having recently relocated to Atlanta, Georgia, I continue to build on the 20 years of success I have achieved in the Ohio territory.
“One of the most important lessons I learned as one of five children in the home of a Retired Army Lieutenant Colonel father, is that respect to family is paramount; and that the quality of a person’s life is in direct proportion to their commitment to excellence, regardless of their chosen field.”
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I would like to learn more about your challenges, client needs, and hobbies and passions.
Build a Generation-Resilient Business
The greatest transfer of wealth in history has begun as financial advisors face the challenge of a shrinking book of business.
