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.

I was born in Jersey City, NJ.  My parents moved to the U.S. from Switzerland in 1958. My family moved to Knoxville, TN when I was a freshman in high school.  I graduated from Farragut High School in 1981, attended University of Tennessee and graduated in 1987 with a major in Economics.  I’ve been in the financial industry 20+ years. I was an Investment Advisor Representative with Edward Jones and Raymond James before going independent/non-captive in 2007; which is when I became an Investment Advisor Representative with NEXT Financial Group, Inc. Member FINRA/SIPC. I believe in giving back to communities.  I do this through my membership with Sertoma (Service of Mankind); Farragut/West Knox Chamber of Commerce and the World Vision Organization, and I was also a soccer coach for 10 years with AYSO. I have three children: Madeline, Charles, and Marley.  Madeline is a graduate of University of Tennessee with major in social science.  She is self-reliant and has the heart to help kids and senior citizens through difficult times.  Currently, she is employed with Knox County School System as an after school program director.  Charles is a senior at Farragut High School and will graduate May 2018.  He played club soccer through school.  He enjoys business studies and will be attending Pellissippi State in the fall of 2018.   Marley is my 1year old, 120 lb. Bernese Mountain dog.  He’s currently studying to be a therapy dog.J