Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Quote: “The secret to getting ahead is getting started” I have been a financial advisor for over 33 years focused on delivering great service to my clients every day.  With all the confusion and changes within the industry, I really enjoy meeting and sharing ideas with individuals, families and business professionals to help them make sense of it all.  .  I feel the greatest satisfaction in assisting my clients in setting goals and implementing a workable plan to ensure those goals are achieved.  It is my belief that being able to truly identify with my clients has allowed me to be successful in this business. I have been blessed with 2 children; now grown, and 2 step “children”, with my wonderful wife, Carol, who also happens to be my traveling and yoga partner.  On weekends you’ll likely find me reading, running, or relaxing at my lake cabin.