Watching my father work for the F.W. Woolworth Company, I developed a great appreciation for all things business. To me, good business means putting the customer first, and forming a relationship based on integrity. Just as it is in the game of golf, where one calls the penalties on themselves ...more

Watching my father work for the F.W. Woolworth Company, I developed a great appreciation for all things business. To me, good business means putting the customer first, and forming a relationship based on integrity. Just as it is in the game of golf, where one calls the penalties on themselves (whether seen or not), I believe a professional does the right thing at all times. I believe the financial services industry demands the same kind of integrity, and I have carried this business philosophy through my 37+ years as a Senior Financial Advisor. This philosophy has given me the opportunity to gain fulfillment from helping clients achieve their goals. Being in a position to help people develop a roadmap to pursue their goals is what I find most rewarding. The concept of helping people is something I aim to pass on to my two sons, and hope they carry forward as part of their own legacy. To understand the perspectives of clients I serve in 17 states, the process I have found to work best is to simply find out what is important to them-and develop a wealth management strategy that is built around their goals. I am fortunate and humbled to meet talented and gifted people every day, and learn what matters most to them. Clients, colleagues, and friends have all imparted their wisdom on me, and it has led to a wealth of knowledge that builds every day. I believe in life-long-learning, and I am fortunate to be in a position where I can improve every day. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment advisor. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.less