I started my career in the financial services industry back in 1975. Until that time, I was a buyer for a major department store in Philadelphia but, with a growing family, I decided that I wanted a different career that would give me more independence while working with people. At that time, there were no real financial planners per se. There were stock brokers, insurance agents, accountants and lawyers who did work in helping people with their finances. I came into the industry as an insurance agent. After several years, it became evident that in order to help my clients, I had to be more knowledgeable about their finances, their lives, and their financial goals.
Always being a person who believed in education, I realized that I needed to acquire knowledge in all of those fields of expertise. So over the years, I acquired my Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations and became a licensed Registered Representative in the security industry. But I didn’t stop there, I also earned the formal degrees of Master of Science in Financial Services (MSFS) and a Master of Science in Management (MSM). And with updating my knowledge with continuing education courses, I feel confident in being able to help my clients and work with their other advisors in order to fulfill their financial needs and goals.
I also believed that I had to give back to my industry. So over the years, I held leadership roles as president in the Delaware Association of Insurance and Financial Advisors, the Society of Financial Services Professionals, Delaware Chapter and the Estate Planning Council of Delaware. And I still hold memberships in each of those organizations as well as the Wilmington Tax Group.
I am also an Emeritus member of the Professional Achievement in Continuing Education (PACE) program and served on the national Board of Directors of the Society of Financial Service Professionals.
When not in my office, I enjoy time traveling with my wife, Peggy, of 56 years to our favorite places in Ireland, France, England, Scotland and Amsterdam. And currently with two grandsons in college, we both enjoy making sure we get to see each of their soccer games. As long time soccer fans, we have gone to games in Dublin, Manchester, London, Paris and Glasgow.
Together we have resided in Hockessin since 1973 and raised two sons who have made us proud with their own accomplishments as Chief Justice of the Delaware Supreme Court and First Vice President of the Federal Reserve Bank of New York.