Expertise you can count on

Value statement

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.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click Contact.

Latest Insights

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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