Location:
610 Court St, Portsmouth, VA 23704
Work:
Rotary Club of Portsmouth
Jul 2011 - Jun 2012
President
Cultural Alliance of Greater Hampton Roads
1997 - 2007
Treasurer
Virginia Opera Association
1997 - 2006
Singer
Ids/American Express Financial Advisors
Aug 1986 - Nov 2002
Senior Financial Advisor
Financial Counselors of Virginia, Inc.
Aug 1986 - Nov 2002
President
Rotary Club of Portsmouth
Aug 1986 - Nov 2002
Member
First Presbyterian Church
Aug 1986 - Nov 2002
Elder
Mike's Mobile Mics
Aug 1986 - Nov 2002
Owner
Aug 1986 - Nov 2002
Financial Adviors
Education:
Old Dominion University 1966 - 1970
Skills:
Comprehensive Financial Planning, Single Issue Financial Planning, Strategic Financial Planning, Retirement Planning, Investments, Finance, Financial Advisory, Portfolio Management, Management, Strategic Planning, Estate Planning, Retirement, Personal Finance, Wealth Management, Wealth, Investment Advisory, Financial Planners, Long Term Care, Asset Allocation, Fixed Annuities, 401K, High Net Worth Individuals, Philanthropy, Financial Goals, Mutual Funds, Investment Strategies, Iras, Non Profits, Public Speaking, Teaching, Estate Tax Planning, Music, Financial Services, Community Outreach, Trusts, Small Business, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Financial Planning, Nonprofits
Interests:
Music
Community Service
Investing
Certifications:
License 55493
Cfp Board, License 55493