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.
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 »
The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.
May 10, 2022
Social Security: At a glance
June 30, 2025
Market week
