Position:
President at Horizon Wealth Advisors
Work:
Horizon Wealth Advisors
since Oct 2008
President
M&I Bank
Sep 2006 - Jun 2008
Vice President/Portfolio Manager
comerica bank
Jan 2001 - Sep 2006
Portfolio Manager
Education:
Bentley University 1988 - 1993
BS, Marketing
Skills:
Wealth Accumulation:, Investment Analysis and Strategies, Cash Flow Planning and Budgeting, Retirement Planning, Education Planning, Wealth Preservation:, Tax Planning and Preparation, Insurance and Survivorship Analysis, Cash Flow Planning and Budgeting, Investment Analysis and Strategies, Wealth Transition:, Estate Planning, Charitable Transfers/Private Foundations
Interests:
I enjoy sailing, tennis, and enjoying life through my two wonderful childrens eyes.