As a 40-year financial services industry veteran, I have a passion for investing and helping individuals and families achieve their financial goals.

I believe a well-crafted investment strategy is an enabler, allowing you to focus on the other passions in your life.

For example, my own investments allow me to enjoy my passion for auto racing (I race Formula cars and am a HDPE certified driver instructor/coach), travel and wine making.

If you are looking for someone who understands that investing is not just an end game in itself, but a means to achieve your passions, please contact me.

My Personal Interests

  • Auto Racing
  • Aviation
  • Wine Collecting/Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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