Raised in Long Island, New York, I headed west for my undergraduate education at Whitworth College in Spokane, WA. I became a Registered Representative in 1985 with Birr Wilson Securities. In 1988 the Reno Birr Wilson office was purchased by Kemper Securities, where I enjoyed recognition as a member of the Kemper Executive Council. In 1994, I helped open the Reno office for Dain Bosworth and worked there until March 2006, during which I received membership in Franklin Templeton’s Advisory Council for outstanding client commitment and service. Since 2007, I have been a Managing Partner of Legacy Wealth Planning and with advanced planning and asset allocation tools, I endeavor to help my clients pursue and retain financial independence.
Proud
I take pride in Legacy’s independence and our enduring relationships with clients. I firmly believe in the strength of LPL Financial as one of the top financial services companies, ensuring that Legacy Wealth Planning continues to offer exceptional investment opportunities to our clients.
Life Pride /Accomplishments
Outside of work, I cherish my family life. My wife Mary serves as the Executive Director of the Mountain View Montessori School in Reno. Bridgitte, our eldest, now directs the Mountain View Montessori Toddler Community, while Elise works alongside me at Legacy Wealth Planning.
I love education and have taught numerous investment classes. When I am not working my interests include golfing, bowling, reading, and spending time with my family.
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Retirement Planning
Asset Management
Education Planning