Since I no longer make a living with my tennis racquet (former teaching pro, back in the day), I’ve combined that energy with my entrepreneurial business expertise to guide my clients toward a “winning” retirement. Just like on a tennis court, that takes the right mix of strategy and tactics. I specialize in financial risk management, tax-advantaged savings for retirement and comprehensive financial planning. My clients are individuals and business owners; professionals and corporate execs; people like you, who are working hard at building their future and legacies.

My professional expertise and access to a wide variety of strategies can help you achieve your financial goals, estate strategies and insurance protection. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Let’s connect and discuss your financial future.

Licensing: https://capstonefinancialga.com/licensed-to-sell/

Education

Tufts Univrsiy (1977-1981)

Hobbies

Tennis