Coming from a family of teachers, I thoroughly enjoy working with clients to guide them through the process of planning, selecting, implementing, and monitoring investment solutions to help them achieve their long-term goals. Each relationship is unique and special and I take much pride in providing the very best service possible. I have been a financial advisor since 1997 first with Morgan Stanley for 10 years then joining Thrive Wealth Advisors (formerly Krekeler Brower Wealth Advisors) in 2008.
As our clientele has evolved, I have noticed a greater need to become a valued source of information on eldercare services and solutions for clients and caregivers. I hold the Certified Senior Advisor designation and help those in need navigate the often-difficult period of time taking care of their loved ones while continuing to work and raise a family.
My wife Nancy and I have been married for over thirty-three years and have three children and 2 very special cats. I enjoy reading, cooking, cycling, and am an avid summertime gardener seeking to grow the best tomatoes in northern Virginia.
I am a proud graduate of the United States Merchant Marine Academy, class of 1987, and spent 5 years in the Naval Reserve. Our military is the backbone of this country and I salute all those who serve and have served and look forward to the privilege of helping past/present members of the armed services meet their financial goals.
Designations & Certifications
- Chartered Retirement Planning Counselor CRPC®
- Certified Senior Advisor (CSA)®
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