As a Financial Advisor (Fee based advisor) I have been working for my client's financial success for 38 years. My breadth and depth of experience gives me a better ability to assist clients- helping them pursue their goals and life's dreams. Difficult and tumultuous times require timely advice and a steady hand which comes from years of experience.
In an impersonal financial world, the average person craves the service, access, and steadfast availability that I strive to provide. My client base consists of four different generations of family members, each with their own unique ideas, needs and plans.
Great communication and listening skills are the sound basis to a successful plan. I cut through the industry jargon to find the true needs of the client.
I am an avid skier, love to travel together with my wife and spend time with our two dogs. Early Spring you can find me at my Red Barn in Vermont, together with friends and neighbors, where we collect sap from the maple trees and boiling down that sap to delicious maple syrup.
Investment Registrations
FINRA Series 4, 7, 8, 24, 27, 63, 65 licenses.
Other Professional Registrations
Annuities license
Life Insurance license
Long Term Care license.
Education
University of Connecticut, Storrs, BA
Northeastern University, Boston, MBA
Internship, Investment Firm, London, England