As a Principal and Financial Advisor at BLBB Advisors, I help individuals and families navigate all aspects of their financial lives, including investment management, estate, tax, and retirement planning, philanthropic activities, and inter-generational wealth transfer. I also assist non-profit organizations with asset management, spending policies, and investment guidelines. As both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) for 35+ years, I leverage these unique qualifications to help my clients manage their assets by developing and implementing creative and sound investment strategies that are mindful of their goals and circumstances. I am invested in giving back to my community and currently serve on the Board of Trustees for BLBB Charitable and the LaSalle College High School Alumni Committee. In my free time, I enjoy traveling, skiing and playing golf with my family.
Listed skills include Portfolio Management, Financial Analysis, Strategic Planning, Value Investing, and 1 others.