Over 40 years of experience
My favorite part of my job is working with clients on lifetime solutions to their financial challenges and aspirations. Following many years of service on NorthCountry Federal Credit Union's Board of Directors, I made the decision to support the credit union's members as the Financial Advisor for NorthCountry Financial Services. I had worked in the financial industry since 1982 and became an independent registered representative at the end of 2000. In that role, I won numerous company and industry awards, was a multiple qualifier for the Million Dollar Round Table National quality award, National Sales award, Prudential Presidents Citation and Prudential's Academy of Honor. Outside of work hours, I enjoy spending time with my wife Betty, our three daughters, and our five grandchildren.
Areas of expertise
- Financial planning for families and businesses
- Life, health, and property and casualty insurance
- Investments, including mutual funds, annuities, and retirement plans
- Investment analysis, and portfolio analysis
NorthCountry Federal Credit Union ("NorthCountry FCU") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay NorthCountry FCU for these referrals. This creates an incentive for NorthCountry FCU to make these referrals, resulting in a conflict of interest. NorthCountry FCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NorthCountry Federal Credit Union ("NorthCountry FCU") and NorthCountry Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NorthCountry Financial Services, and may also be employees of NorthCountry FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NorthCountry FCU or NorthCountry Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not insured by NCUA or any other government agency
|Not credit union guaranteed
|Not credit union deposits or obligations
|May lose value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.