I'm committed to helping you build happier client relationships, more freedom and greater profits.
 

During my 25 year career I have always been a successful producer and valued mentor.

My background also includes executive management with a full-service financial services firm.  My responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management.

I have defined all of my roles with the belief that the advisor is the ultimate determinate of success of any financial services organization. Find ways to make the advisor more effective in building and maintaining client relationships and the client, firm and advisor will all benefit.

Through this one-of-a-kind website and personal coaching engagements, I have worked with advisors from dozens of broker-dealers. My corporate relationships have included engagements with Scott & Stringfellow, Sentinel Investments, Sterne Agee, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, H.D. Vest, John Hancock, MFS, Century Securities, Commonwealth Financial Network and Securities America.

I have been a speaker at Securities Industry and American Banker Association events. I was a regular financial columnist for the Richmond Times-Dispatch and contributing author to Horsesmouth.com.  I have been quoted in On Wall Street and Information Week magazines.

I am a graduate of Randolph-Macon College with a degree in economics and business.  I also completed a course of study through the Securities Industry Institute at the Wharton School of Business of the University of Pennsylvania.

I have been married for 24 years.  My wife and I are blessed with triplet daughters who are in their second year of college.

Please join my online community for financial advisors today using the secure registration form.