I am a Certified Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ professional with 50 years of insights and experience serving and guiding individuals and families across every stage of their financial journey. Prior to starting Arras, I spent over 16 years at UBS Financial Services and 33 years at Merrill Lynch.

Although my financial services career officially began in 1974 after graduating from Transylvania University, I have been preparing for this work since 1952. Growing up, my family placed great emphasis on dedication, hard work, honesty, integrity and service to others with a strong personal faith. My father served several church congregations, and I continuously watched him place the needs of his worshippers before his own.

Crisis management was a part of my upbringing. I would frequently witness individuals and families sharing their challenges, tragedies and crises with my family. It was these experiences that would ultimately shape my future and lead me to my career of serving others

Aiding people has become my mission in life. I cherish the opportunity that my clients have entrusted me to provide advice and guidance to help them achieve their financial success. Drawing connection to the Parable of the Talents, my goal is to be regarded as a good and faithful servant to my clients and I seek to maintain a personal and customized approach to every client’s unique needs and challenges.

I strive to accomplish this by:

• Working with team members and partners who embrace my values and perspective
• Limiting the total number of families we serve
• Providing a written “battle plan” that details the level of service our clients can expect
• Making a provision to protect clients by ensuring that potential new clients fit well with our existing clientele.

I’m excited about all the new opportunities made possible by creating Arras Wealth Management as an independent firm – and look forward to serving and guiding you to achieve your goals.