F I N A N C I A L     G R O U P ,      P .  C . 

 

Over my 36 year career in the financial services industry, I always enjoyed working with individuals and business owners on long-term strategic financial planning which encompassed investments, risk management, estate planning, retirement planning and succession planning.  I took pride in helping our clients make smart financial decisions and enjoyed the many relationships I built over the years.

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I’m adjusting to the slower pace of retirement, but still enjoy traveling, supporting our local sports teams and spending time with my wife, Kris, our two children and five grandchildren.