PROFESSIONAL PROFILE

Chartered Retirement Planning Counselor CRPC®
Former business owner of Intramar Chartering, Inc.
Alumni of the University of Vermont
Alumni of College for Financial Planning
Married w/ three sons
Member of the Adirondack Mountain Club
Hike For Discovery(sm) member to raise funds for the Leukemia & Lymphoma Society

"Try not to become a man of success but rather to become a man of value" - Albert Einstein

Since joining Merrill Lynch in 2000, I work with a limited number of accredited and qualified investors helping them to create and maintain an institutional-style portfolio emphasizing capital preservation and risk managed growth. I use a comprehensive planning process that follows a 5-step method for their investment goal:
1) invest in a well Diversified, Low Correlated portfolio
2) diversify between both Traditional and Alternative Investments
3) invest Globally, not just Domestically
4) actively Monitor and Rebalance the portfolio
5) invest for Tax Efficiency

RETIREMENT
There's a mountain of evidence supporting the fact that Americans are living longer, healthier, more active lives - which makes their prospects for retirement all the richer. But for all the upside, there are two distinct challenges that increasingly come with what's often called the "longevity bonus". One is funding a life-after-work lifestyle that you can, in some cases, be at least as costly as your pre-retirement life. The other is making sure your income will last the 30 years or longer that you may well be spending as a retiree. Let's sit down and talk.