President of Tax & Financial Strategies, Inc.

January 1985 – Present Greater Atlanta Area

I’ve been in practice for almost 30 years. I’ve lived and worked in the greater Atlanta area for the majority of those years. I have a family practice, where I help business owners, professionals, pre-retirees and retirees.

I provide strategic, personalized growth-oriented income and retirement planning solutions where my clients generate more income than they can spend. I have not had one client lose a dime in the last 10 years.

Ist Officer (Chief Mate)

Atlantic Richfield Co

April 1979 – April 1985 (6 years 1 month) World Wide

As a 1979 graduate of Maine Maritime Academy; I served in the US Merchant Marines for 6 years, attained the rank of 1st Officer, equivalent naval rank of commander, and sailed on the largest ship ever built in the US, the “UST Atlantic”. I continued my studies in finance, investments, insurance and law.

 

Interests:

life coaching, investing, fishing, skiing, golf, building/fixing

Groups and Associations:

Ernst & Young Employees and Alumni

Honors and Awards:

Atlanta Magazine’s 5 STAR: Best in Client Satisfaction Award, 2008, 2009, 2010 and 2011.
Who’s Who in America, 2008-2011.