I have practiced as a full-time financial advisor in Tucson, Arizona since 1981 after graduating, with honors, from the University of Hartford with a Bachelor of Science degree. I have been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1990. The CFP® mark is a source of pride and a demonstration of commitment to financial planning, client-centered advising, and continuing education in my profession.
In August of 2012, I received my Accredited Wealth Management (AWM) designation from RBC Wealth Management. This is an internal designation, in conjunction with the Academy of Multidisciplinary Practice, Inc. and is accredited by the Estate & Wealth Strategies Institute at Michigan State University. I am proud to offer this advanced training to my clients, their referrals, and for the betterment of my practice
I have served as a volunteer financial advisor for KVOA/TV4’s (NBC affiliate) Daybreak Morning News Show from 1992 to 2000. In this capacity, I provided daily, live, on-air financial education and financial market news to the Southern Arizona viewing public.
Community involvement is important to me, and my activities include:
- Committee Member, Regional Transportation Authority’s Citizens Accountability Committee, Pima County, Arizona
- Board Member, Invisible Theatre, Tucson, Arizona
- Board Member, Mt. Lemmon Water District, Mt. Lemmon, Arizona
- Past Board Chair, Epilepsy Foundation of Arizona
My wife, Laura, and I have lived, worked, and raised our three daughters in Tucson, Arizona since 1978. Our family is proud to be part of two special communities; our first home in Tucson and our second home on Mt Lemmon, Arizona. We treasure both places.
Senior Registered Client Associate
Direct Phone: 520-615-4348