Our Qualifications

We have been working with individual investors for more than 27 years. In Januarary 1999 my practice was recognized by "Registered Representative" magazine with a cover story about outstanding financial advisors¹. We also formerly  wrote a column on personal finance for a Washington DC area weekly publication, and have taught personal finance courses at a number of educational institutions.

The Private Investment Manager program here at Wachovia Securities is limited to financial advisors with experience in portfolio and investment management². I am proud to be among those few.  

We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We hold multiple professional designations and are registered to provide a variety of financial products and services. We look forward to speaking with you.

Our commitment to the community extends beyond financial services.  I am the incoming president of the Hilton Head - Sunset Rotary Club, and have served as President of the American Lung Association of Northern Virginia. I am also active with the Marine Corps Educational Foundation.

¹ Criteria was based on: 1) Superior performance in money management, client service, business building and philanthropic activities; and 2) Acknowledged peer recognition and respect

² The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wachovia Securities advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.