About me

I have worked in the financial industry since 1976, starting at Northwestern Mutual.  I spent 37 years at Moneta Group, one of the largest Registered Investment Advisors in the country, where I worked directly with the President/Chairman managing day to day business and personal details.  I am well-versed in tracking income and expenses, handling the details of all bill-payment for several entities. 

My overriding ‘Why’ throughout my career has always been to help others.  I love handling the details to insure everything runs smoothly. This has provided me a tremendous amount of personal satisfaction dealing with clients, co-workers and professionals at all levels. 

I am confident I can handle the details to make your life run more smoothly. 

Member, American Association of Daily Money Managers www.aadmm.com