Retirement Income Certified Professional (RICP), American College, 2019
Chartered Life Underwriter (CLU), American College, 1994
Chartered Financial Consultant (ChFC), American College, 1994
Certified Public Accountant (CPA), 1977
B.S. (Accounting), University of Illinois, 1976
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
1985 - Present
Specializing in retirement income planning. Providing insurance and financial planning strategies to meet our clients' financial goals and objectives.
1976 - 1985
Accounting and auditing profession. This experience gave me a business foundation which has allowed me to understand both the tax and financial needs of business owners and individuals. This knowledge has been invaluable in servicing my clients.
Married with three children and two grandchildren. I enjoy spending time with my family, sports, and traveling.