I credit my family for providing the moral foundation that I have built my business on and have carried those lessons with me throughout my life. I grew up in a blue-collar family that owned their own business. Basic lessons such as treating others as you would want to be treated, with honesty and respect are all the foundations of earning your client’s trust.
Serving in the U.S. Navy complemented my personal growth by instilling the value of order and structure in my day to day activities. With the help of my GI Bill benefits, I was financially able to become the first in my family to graduate college. I am extremely proud to have graduated from The University of Virginia. That experience expanded my personal growth. I learned the value of different points of view. In my experience, the most successful decision-making process harnesses diverse perspectives.
For the bulk of my professional career, I had the privilege to work for an award winning, Fortune 500 company that holds each customer as a valued member. The foundation I had built in my youth, translated well during my 27 year tenure there. Through hard work, I was able to earn trust and ensure both my customers and the employees I managed were treated and managed fairly and with respect.
I briefly retired, but quickly realized that my personal and professional experiences still had much to offer. I still enjoy meeting new people. Hearing their concerns and helping them find their way through financial issues, remains a passion of mine. I do not believe in cookie cutter answers and will often say “if I only knew then, what I know now!”
As a Financial Advisor with Waddell & Reed, I hope to earn your trust. My door is always open for confidential financial conversations and I would like to offer my honest, educated advice based on over 30 years of experience.