IAR at
Verbatim Financial
Years of Experience
32 years
Number of Clients
27
Average Client Size
$4,300,000
Member Since
2023
that I think about them all the time. I may not reach out with unnecessary marketing emails, but I'm always considering their plans & investments.
Although I have clients who range in age from late 30s to early 80s, the majority of my clients tend to be folks who are nearing retirement or are transitioning to retirement. Helping to manage that transition, both psychologically as well as financially, is one of the more rewarding parts of my job.
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MBA
Obtained in 1996
BBA
Obtained in 1992
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