I have been in the financial planning industry for over 30 years. I have worked for both captive and independent planning firms and have come to know that client needs take precedence over captive company or wire house proprietary products. That is why I have founded Step Up Wealth Management, LLC and selected an independent hybrid broker dealer. United Planners is majority owned by the limited partners of the broker dealer. Our mutual emphasis puts client needs first.
Step Up Wealth Management, LLC was created to bring our clients a step by step process that is as sophisticated as needed without being overly complicated. We utilize independent money managers, planning software and educational workshops that address client needs and help them to be more certain of their wealth and retirement plans.
I maintain my Chartered Financial Consultant & Chartered Life Underwriter designation as well as my Certified Retirement Counselor designation and Accredited Investment Fiduciary (AIF) designation. These designations help me provide sound and comprehensive planning as well as to provide fiduciary processes and plans for more complex plans. My focus is on individuals and organizations with investable assets with wealth accumulation, preservation and retirement planning as the focus.
I am married to my best friend and partner of 35+ years, have 2 well rounded married adult children and enjoy golf, cooking, wine tasting and travel.