President & Wealth Advisor
"By listening, analyzing, planning and drawing on decades of experience, I help clients answer the broad financial questions surrounding security for the future, bucket list dreams, and planning for retirement"
Traveling: My favorite destinations include Italy, Hawaii, and Arizona. I would love to visit the national parks of southern Utah with my family.
Training: I’ve been fortunate to participate in more than 60 triathlons since 2000.
Family: It’s been a pleasure to watch our children grow and become independent young adults (almost 😊)
- In 2014 I was lucky enough to participate in the Hawaii Ironman. Through our racing efforts that year, a friend and I raised more than $10,000 for the Relief Bus, a mobile soup kitchen serving the poor and homeless in New York and New Jersey.