As a cancer survivor, I received a wake-up call 19 years ago and am now very passionate about fitness. I learned the lesson that you can’t enjoy the money you saved for retirement with your family and friends if your health is compromised.
For four decades, I have helped clients navigate through financial markets and introduced financial instruments to help preserve and grow their hard-earned money. Here is my process with the people that fit within my practice:
- Listen to everybody in your business and family to determine their collective financial needs
- Prepare a comprehensive investment plan for your family or business to help visualize your future goals
- Develop a sound investment and insurance program for you to work towards achieving your goals
- Review your plan and investments/ insurance on a consistent basis, and make adjustments as needed
- Care for your family and business associates with the highest level of personal service and honor
When relaxing, I spend time with my family and friends hiking mountains, watching sports, reading a book, or traveling to new lands. I believe strongly in giving back to those less fortunate than I, so I like rolling up my sleeves to participate in charity projects.
My wife, Debbie and I are empty nesters with three adult children, Andrew, Allison, and Brandon, who have successful careers. My wife is a CPA specializing in corporate tax consulting to large corporation. She enjoys woodworking, fitness, hiking and traveling.
