Focus
With over 47 years of experience as a Financial Advisor I gain a tremendous amount of satisfaction working with people to put plans in place to help them address their investment needs throughout their lives and achieve their goal of pursuing their life passions.
Background & experience
I combine my years of wisdom and knowledge as a Financial Advisor, my extensive knowledge of Options strategies along with the experience of being a father and grandfather to help my clients achieve their goals.
I began my career as a Financial Advisor at EF Hutton for over 20 years, then moved to Wells Fargo Advisors and its predecessor firms in 1995.
My educational background includes graduating from the New York Institute of Finance and earning my FINRA registrations including the Series 7, 8, 63, 65 and my insurance license.
Away from the office
My wife Cheryl and I have been married for over 52 years and have 3 grown children and 4 grandchildren. In my free time I enjoy hunting, wine making, fishing and gardening.
