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Important Disclosures 2019-78664 & expiration date 4/21
Obviously, you want to know more about me. So here's a short look at my family, my career, and some
I’m a transplanted Brooklyn, NY boy. I graduated from college with degrees in both Health Education and Physical Education. Then I earned an MBA.
In 1981, I married my wife, Randi. We have a son, Seth and a daughter, Casey Rae. We also have a dog, Marley, and our home is in Ellicott City.
I went to college on a swimming scholarship and it remains one of my passions. I’ve completed the swim around Manhattan Island, as
well as the Chesapeake Bay swim. And I continue to participate in numerous triathlons as well as both bicycle and marathon events.
My entrée to the financial planning industry began in 1994, as principal of Seigel Consulting Group. Here I designed and administered Qualified Retirement Plans, in addition to implementing Group Health Insurance, for small to medium-sized businesses in the tri-state area.
In 1997, I sold Seigel in pursuit of establishing a career in Personal Financial Economics at First Financial Group. That’s where you’ll find me today, where I am an authorized user of Guardian's The Living Balance Sheet®.