I have been in the investment business since 1985 providing financial advice, service, and answers for clients and their families. Through all kinds of financial markets I have found my greatest joy is the trust and friendship I've gained with the people I help.
My practice is built primarily around individuals who want a secure retirement and a legacy for their family. I have a very hands-on approach to the business and temper my natural enthusiasm with a watchful eye on the markets. Clients count on me for financial planning and investment management as if it was my family's money.
I have a degree in accounting from San Diego State University which comes in handy in this business. Outside of the office, I am active with the Asheville Area Habitat for Humanity and the Asheville Lyric Opera. I also enjoy speaking to churches, schools and other charities about how to develop their planned giving programs.
It's not all work. I have been married to my lovely wife Nancy for 26 years and we enjoy walks, movies, pets and life. She owns a cats-only boarding kennel in east Asheville. I've been a musician since before I can remember and have built guitars for about 25 years.
Email Skip at: firstname.lastname@example.org