Born and raised in Milwaukee, I am a 1971 graduate of the University of Wisconsin-Milwaukee with a degree in Finance. After working 13 years for two large bank holding companies, I joined Equity Enterprises, Inc. in 1984 as an Investment Broker.
I subscribe to the companies philosophy of providing independent and objective financial advice. Financial plans must be tailored to meet specific client’s needs. During my many years of experience at Equity, I have learned that listening and responding to a client’s needs helps create the best long term relationships.
In addition to my own individual clients, I work in partnership with Paul A. Hindin. We conduct seminars on early and post retirement planning for both individual and corporate clients.
I believe building, enjoying, preserving and passing on wealth is attainable through the proper mix of investments and estate planning. To accomplish these goals most people need the help of an investment professional like me.
Securities Licenses Held: 6, 7, 22, 63
Securities Licensed in: FL, WI