Qualifications

I have been in the investment business working with  individuals, businesses, trusts and foundations for over 35 years. During that time, I have navigated my clients through substantial economic uncertainty. That experience can be of significant value in building a portfolio for your specific objectives. 

In addition to over 20 years with KMS Financial Services, Inc., my investment experience includes working for Kidder Peabody & Co. and Foster and Marshall.

I hold the professional designation of Charted Retirement Planning Counselor (CRPC® ) from the College for Financial Planning. 

I am also a member of the Financial Planning Association and the Retirement Income Industry Association.

My business is dedicated to developing lasting relationships with my clients. I listen intently to their objectives and work with them to assess their financial goals and risk tolerance in order to build a custom portfolio designed just for them.

It is my desire to provide my clients with easily understood explanations of financial products and services along with a consolidated value and performance review showing all their accounts in one easy to read report. 

I am looking forward to using my expertise and services to help you pursue your financial goals. Please contact me for a free consultation.