Steering Committee Member at Lillian Fund of the Jewish Community Foundation, Volunteer at Veterans History Project, Pipe Corporal and Band Secretary at Police Pipes & Drums of Waterbury, VP - Investments at Coburn & Meredith, Inc.
Location:
Simsbury, Connecticut
Industry:
Financial Services
Work:
Lillian Fund of the Jewish Community Foundation since Jul 2012
Steering Committee Member
Veterans History Project since Dec 2010
Volunteer
Police Pipes & Drums of Waterbury - Waterbury, CT since May 2009
Pipe Corporal and Band Secretary
Coburn & Meredith, Inc. since Apr 2009
VP - Investments
Education:
Cornell University 2010 - 2010
Wheaton College (MA) 1976 - 1980
BA, Government
Georgetown University 1979 - 1979
Interests:
After my family and my profession, I enjoy playing the Great Highland bagpipes and doing almost anything to avoid both indoor and outdoor domestic chores.
Sensible Money, Llc
Financial Planner
Planningwise Wealth With Coburn & Meredith 2009 - Aug 2018
Financial Planner For Those Experiencing Life Transitions
Wealth Planning Advisor 1999 - 2009
Sagemark Consulting, Merrill Lynch and New England Financial
Financial Services Aug 1993 - Sep 1999
Consultant To Financial Advisors and Financial Advisor For Individual Clients
Education:
Cornell University
Georgetown University
Wheaton College Massachusetts
Bachelors, Bachelor of Arts
Certifications:
Certified Financial Planner™ Professional - Cfp® Chartered Financial Consultant - Chfc® Chartered Life Underwriter - Clu® Certified Divorce Financial Analyst® Practitioner - Cdfa® Chartered Advisor In Philanthropy - Cap® Retirement Income Certified Professional - Ricp® Retirement Management Advisor - Rma® Chartered Financial Consultant - Chfc Chartered Life Underwriter - Clu Chartered Retirement Planning Counselor - Crpc Chartered Advisor In Philanthropy - Cap