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Financial advisor with 2 children and 5 grandchildren. Favorite beverage: Spiced cider. Favorite holiday: Thanksgiving. Favorite animal: Dolphin.
Thank you for visiting my site – I assume you've come here with a question.
Over my years as both a personal and business financial advisor, I've faced many questions. Often, they're simple enough for a quick chat. But sometimes my clients present me with much more difficult decisions that have forced me to research and scrutinize – these are my favorite questions.
I'll be retiring soon, but before my brain goes I would like to record the things I have learned in an online reference for others. On this site I have advice for personal and business endeavors. I hope you find it helpful.