I specialize in the development and implementation of written financial plans. Initially, I interview the client for 30 to 45 minutes to discuss goals, time horizon and investment experience, as well as to gather information for a financial X-ray. From this data gathering, I construct a plan that addresses six areas of financial planning.

Education:

• Xavier University, BSBA, Economics (1983)
• College For Financial Planning, Master of Science (2012)

Community Groups:

• The Financial Planning Association
• The Financial Services Institute