Personal Statement: I've helped my clients navigate the complexities of financial planning by drawing from vast experiences as a retirement consultant at Fidelity Investments. My true passion is investing and I utilize both technical and fundamental analysis when creating portfolios and managing risk for clients. All of this is coordinated under a comprehensive financial plan.
Primary Practice Areas: Investment Management and Retirement Planning
Employment History: Vice President and Financial Consultant for Fidelity Investments Private Client Group and responsible for over 400 households and over $1.5 billion of assets, Portfolio Manager and Futures & Options Trader with Advance Data Corp. and Verdi Bach Partnership.
Education: BS from Webster University
Credentials: Series 66, Life and Health Insurance licenses
Hobbies & Interests: Home is in Town & Country with my wife Lisa and I enjoy spending time with family. I'm an avid golfer and musician and have played for organizations such as Pianos for People, Life Skills and other local charities.
