My Profile for Money Concepts Web
I have been involved in the wealth management field for over 20 years, first as a Professor and then as an Advisor. Presently, I am a licensed Registered Representative with Money Concepts Capital Corp.
The opportunity to own and operate my own Financial Planning practice is what attracted me to Money Concepts initially. After performing careful due diligence, I made the decision to work with Money Concepts because they offer a broad range of sound, non-proprietary financial products which enable me to serve my clients ethically and with integrity.
Since 1990, my wealth management practice has helped individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, I have shared my extensive knowledge in the area of wealth management by teaching numerous seminars and workshops on a variety of topics related to all areas of investment and financial planning.
My motto as a financial advisor is: “REMEMBER, TAX AVOIDANCE IS NOT ILLEGAL!”
University of Bradford, Bradford England, ABD International Business
Case Western Reserve University, MA Economics / Business
Bowling Green State University, BA Business /Economics
Designated by Five Star Wealth Manager Organization
As one of the top Wealth Managers in the Cleveland Area
FINRA Securities Licenses Series 7 –Fully Licensed to sell all financial products
Series 6Mutual Funds/Variable Products
FINRA Securities License Series 63 - Uniform Securities Agent State Law Examination
Variable Life & Variable Annuities licensed in the State of Ohio
Professional Activities Interest and Activities
I believe it is important to give back to one’s community. Below is a list of organizations I support
Every stage of life has its own financial needs and concerns. Life events can help you target the key financial strategies and issues that are likely to be most important to you in all stages of your life. The goal should be to outlive your assets while living life your way. Without a financial plan, achieving that goal will likely be much more difficult. Let’s sit down together and talk about ensuring that your financial future is intact. Below are some of the services I can provide as we decide how best to proceed in reaching your financial goals:
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure