I help individuals, businesses and non-profit organizations address their financial concerns and develop sound strategies by focusing on their specific and unique needs. We deliver personalized investment/wealth planning services through a consultative process. While we utilize the resources of the Wells Fargo Advisors Financial Network, we also rely heavily on advice and assistance from a professional network of hand-picked outside specialists. This enables us to continue to work with our clients on an on-going basis to identify their evolving needs and facilitate custom strategies to effectively meet these needs as they arise. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank entity affiliate of Wells Fargo & Company. Rowlette Asset Management is a separate entity from WFAFN. This information is intended for use only by residents of Ohio, Missouri, Iowa, Florida, Colorado, California, Connecticut, Indiana, Massachusetts, New Jersey, North Carolina, Pennsylvania, Texas and Virginia.

Named VP - Director of Marketing/Business Development of The Ohio Company in 1990, then later became Producing Branch Manager, a position held up until and after the firm was purchased by Fifth Third Bank in 1998.

Co-founded, co-owned and led marketing of First Bankers Securities, one of the first registered broker-dealers to provide full-service brokerage services in a bank setting.

Opened the Edward Jones Decorah, Iowa branch office where my clients included Individuals, families, business owners, non-profit organizations and higher learning institutions. Led firm's regional hiring efforts and trained several new Financial Advisors in my office.

Supported Edward Jones advisor sales force providing analyses and opinions on individual common stocks and client portolios. Published original research reports on regional bank holding companies, electric utilities and manufacturing stocks.