My goal is to make a difference in the lives I touch, enabling clients who need and want my help to protect their and their loved ones’ investments.
I have been described as having a unique ability to analyze my client’s complex circumstances, drawing on over 35 years of experience to find a suitable solution for that client, and collaborating with them in ways the client can both understand and act upon.
Over those last 35 years, I have practiced both as a Financial Advisor and a Certified Public Accountant (currently inactive as a CPA). I have been engaged with XXI Century Financial (and its predecessors) since 1989, and with Connolly Steele, CPA's since 2011. I recently merged my Financial Advisor practice into Bridger Financial Group. In my role as a Financial Advisor, I work with successful individuals and businesses. For businesses, I help design and implement retirement plans (from SIMPLE IRAs to 401ks to “nonqualified” plans), business succession plans, and selective benefits. For individuals, I have for several years assisted colleagues and their clients with complex planning issues, including estate planning, charitable giving, and retirement income planning. In particular, I concentrate in the area of Special Needs Planning offering free educational workshops to support groups, schools, and community organizations, and working closely with individuals with Special Needs and their families to address their unique financial challenges.