Founder, President, & Investor Advisor Representative
I am a bit different from most professionals in the retirement planning field.
In the 70s, I graduated from Cornell Engineering School and followed the expected path, working for Corning Glass and then CibaGeigy. For over 20 years, I worked in engineering and consulting, with a goal of making money for companies.
In 2001, I decided it would be more meaningful to me helping individuals and families. Since then, I have focused on retirement planning. My path from Cornell to today, gives me a different mindset, perhaps more skeptical than most others in the financial industry. As an engineer, I love numbers, and the best part of my job is working with them to create strategies with clients to help them feel more confident about their retirement.
I am an Investment Advisor Representative and insurance professional. Every person I meet has a unique set of needs, goals, and concerns, and I find it's very satisfying to tailor-make a plan for each family or individual.
I love teaching retirement workshops and courses and am a certified instructor (add credentials). For several years, I have taught retirement classes held at Brunswick County Community College and the University of North Carolina Wilmington.
My wife, Sandy, and I live in the historic district of Downtown Wilmington. We have two daughters, Samantha “Sam” and Katie. Katie lives in New York with her husband. Sam has joined the family business and is enjoying her ever-expanding role as partner and advisor. I have lots of hobbies, music, pottery, fishing and kayaking, and am on the board of Cape Fear River Watch. If you want to hear my music, come down to The Satellite on Greenfield Street some Sunday evening; I’ll be the handsome devil playing the hammered dulcimer!