Senior Vice President - Financial Advisor, Portfolio Director Group
I offer current and prospective clients over 20 years of investment advisory experience that focuses on identifying and implementing effective solutions that enable individuals, business owners, and non-profit organizations achieve their financial objectives on a sustainable, tax-efficient basis.
As a certified financial planner (CFP®) and retirement income certified professional (RICP®), a growing part of my practice centers around developing wealth management plans with the goal of converting a client's assets to a reliable source of lifetime income. This involves the integration and timing of receiving social security, pension, annuity, and 401k/403b/457 type qualified retirement payments or distributions.
I combine this holistic, objectives based approach to wealth management with time tested investment strategies that balance both expected risk and return. Influential in this approach has been my broad educational and teaching background coupled with my world travels and on-going research.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
May 10, 2022
Social Security: At a glance
June 2, 2025
Market week
