I’m an Advisory Consultant at TIAA with almost 30 years of experience in financial services. I entered the financial services industry because I was passionate about helping people. As a member of the TIAA team, I have the opportunity to work with people on a daily basis who are in service fields, such as education and health care. The best part of my job is helping these clients define their financial goals as I assist them with 401(k) rollovers, asset allocation, retirement planning and savings, and strategic planning. I earned my bachelor’s degree in computer management information systems from Holy Family University. I’m grateful to have played basketball in college, as the game taught me lessons I’ve carried with me throughout my life, both personally and professionally. I currently live just outside of Charlotte with my wife. We have two children – one is a student at the University of South Carolina, and the other is in high school. Much of my free time over the course of the past 15 years was spent coaching youth basketball, baseball, and soccer.CA Insurance License #0M11492AR Insurance License #6551220/*********/Content posted here, including third parties’ sites, is for informational and educational purposes only and does not constitute a recommendation or investment advice. Comments and "likes" may not be representative of investor or client experiences, or success. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. This information is limited solely to U.S. residents. Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor. TIAA advisors and consultants may only conduct business with residents of the states in which they are licensed and registered, and not all investments and services are available in every state.
Listed skills include 401K, Retirement Planning, Retirement, Fixed Annuities, and 43 others.