For more than 40 years, I have delighted in using my sharp skills in research and analysis to develop strategies that help people achieve financial health and well-being so their future needs are met. As an investment advisor and our chief compliance officer, I work with Lighthouse advisors and clients on business and estate planning, advanced investment and insurance strategies. My personal experience as a successful business owner brings a wealth of knowledge in business management and finance to our clients. Before landing here at Lighthouse Financial, I was president and chief executive officer of Hinds Financial Group, serving from 1973 to 2000, when Hinds Financial merged with three other firms to form the Centurion Group with more than $1.2 billion in assets. Two years later, General Electric bought Centurion, and I happily retired — or so I thought. I joined Lighthouse in 2006 with a new focus on financial fitness.
Listed skills include Wealth Management, Holistic Financial Planning, Retirement Planning, Long Term Care, and 5 others.