A Wealth of Knowledge to Share!

Welcome to my blog! Over the past 30+ years, I have been in the financial industry. After getting my MBA at UNC, I started my career at Phillip Morris and then the Costello Group in NYC as a financial planner. In 1984, I moved to VA and began working closely with practicing physicians in the area. Since then I have become a partner at two financial firms and a founding partner with Financial Security Group, currently serving as president of Financial Security Management, Inc; a FINRA member firm.

So, what's all this mean to you? In addition to having a lot of experience and expertise in the financial sector, I also have a passion for sharing my knowledge with those interested; clients or not. I wanted to start this blog in order to share tips and opinions with those seeking advice or just people interested in the subject matter. My interests range from personal finance management to large estate planning and I'll talk about it all here. I'll also be including tips and useful articles for you all to check out and hopefully you will find them useful!

Feel free to get involved as well! Leave comments, email me, ask questions. I'll do my best to respond to any and all inquiries!