My Practice
I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner working primarily with educators and other professionals in their pursuit to establish viable retirement and investment goals. My objective is to establish a long-term financial relationship with my clients and assist them in all facets of financial planning. I believe establishing a "person partnership" is very important in the financial planning process; and is essential in helping someone achieve their financial goals. As an avid proponent of diversified portfolios*, I look to "asset allocation theory" to help achieve long-term investment objectives. I am also a qualified Income Tax practitioner with over 35 years experience in the field of Tax Planning and Preparation, a natural compliment to Investment Planning.
Prior to achieving my CFP(R) certification and setting up my own practice, I was a First Vice President with Shearson Lehman Bro., managing their Foreign Currency
Operations.
I am also a retired Major in the US Army. With an MBA in Finance and Investments, a FINRA Series 7 Securities registration and other financial credentials, I bring to you a wealth of knowledge and experience in the area of financial planning services.
* Diversification or asset allocation do not guarantee a profit or protect against a loss.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities offered through and Registered Representative of Lincoln Investment, Broker Dealer www.lincolninvestment.com , Member, FINRA www.finra.org and SIPC www.sipc.org. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Lincoln Investment and its affiliates do not provide or supervise tax, legal, or Social Security claiming advice oe services. Lincoln Investment and their affiliates do not necessarily endorse this site, its sponsors or any of the policies, activities, products or services offered on this site or by any advertiser on this site. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
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