My Qualifications

I have been working with individuals and businesses  all over the country for 40 years, and registered with Academy Wealth Management. since September 2002.  I have had the same business phone number since 1981!

I hold various professional designations, and am registered and licensed to acquaint you with, and help you invest in, a variety of investment and insurance  products, including stocks, bonds, mutual funds, brokered Certificates of Deposit and variable annuities,as well as Real Estate Investment Trusts (REITS) and Oil and Gas Partnerships, when suitable.

I help businesses, and individuals, with their Retirement Plans as well.  Ask me about your 401(k) plan.

I am truly dedicated to developing lasting relationships with my clients. I believe in helping you assess and address your financial goals; and partner with you in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I provide will be designed to help you work toward an independent financial future.

I'm looking forward to using my years of experience and knowledge to help you pursue your financial goals.