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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.
May 10, 2022
Social Security: At a glance
April 21, 2025
Market week
