Our Qualifications

With more than 30 years' experience in the investment services industry, I have the knowledge necessary to help meet your financial planning needs. Please take a moment to review my credentials below, as well as the other important information in this web site. Then, contact me to learn more about how we can work together to develop a financial strategy customized to your unique needs.

A Respected Professional

• Registered Representative since 1976
• CERTIFIED FINANCIAL PLANNER^TM Practitioner since 1981
• Named one of "The Best Financial Planners" by Money magazine
• Hosted the PBS television series, "Financial Fitness"
• Quoted in Personal Finance magazine and other print media
• Featured speaker at conferences from coast to coast and internationally

Prior Leadership Experience

• Board of directors, Financial Planning magazine
• National board of directors, International Association for Financial Planning (IAFP)*
• Chairman, Appeals Board of the IAFP's Registry of Financial Planning Practitioners
• Chairman, IAFP's Registry Practice Knowledge Examination Committee
• National Ethics Committee member, Institute of Certified Financial Planners (ICFP)*
• Chairman, statewide Small Business Council of the chamber of commerce

* As of January 2000, the IAFP and ICFP merged into a single new organization, the Financial Planning Association.