Background

I am a graduate of the College of Wooster and the Yale Law School .  I began working as a financial planner in 1985, and earned my designation as a CERTIFIED FINANCIAL PLANNERT practitioner in 1988.  I am a member of the Financial Planning Association, was President of the Northern Virginia chapter in 1997, and and currently serves on the National Government Relations Committee and Professional Issues Subcommittee.  I am a member of the Northern Virginia Estate Planning Council and serve on the Editorial Review Board of the Journal of Financial Planning .  I am a founding member of the Nazrudin Project, a national group of 125 leading financial planners addressing the nature of financial life planning.  My article (with Roberta Lee-Driscoll, CFP®) on "How Much Should Beneficiaries Know in Advance?" received a 1999 Award of Merit from the CFP® Board of Standards.

In 2001, I published my book, Enough Money , an overview of financial planning including my "Seven Rules for Prosperous Living."

For more information about my background and services, including a list of my publications and presentations, please read "Questions and Answers to Help You Choose the Right Financial Planner for You."

I presented my process for starting client planning relationships to several financial planning conferences in 2004. Inside Information magazine wrote an enthusiastic article on my process in its October 2004 issue.

I am a Registered Representative of Spire Securities.  I am also an Investment Advisor Representative of Spire Investment Partners, a Registered Investment Advisor (registered with the SEC).  A copy of Spire's ADV Part II is available upon request.

As a CERTIFIED FINANCIAL PLANNERT practitioner, I am bound to observe the Code of Ethics and Practice Standards of the CFP® Board of Standards. 

 * Employee of Spire Investment Partners not affiliated with Cambridge Investment Research, Inc.

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