For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Church Council at Tree of Life Lutheran Church, Conroe, Texas
- Houston Geological Society, Chairman Publication Sales
- Financial Planning
- Retirement Planning
- 401(k) Rollovers
- Asset Management
- Lending Services
- Education Planning
- 529 Plans
- Estate Planning
- Bachelor of Science
Southern Illinois University Carbondale
- Master of Science
University of Illinois at Chicago
- Courses leading to CFP certification 2001-2003
The American College
- Coursework for CMFC, presented March 2006
College of Financial Planning
- Courses leading to ChFC designation 2010. awarded March 2011
The American College
- Series 7, 63, 65, 31 licensed
- Completed American College of Financial Services course: Retirement Income Process, Strategies and Solutions, part of ciriculum preparing for Retiremment Income Certified Professional, September, 2013
- present: Financial Advisor Morgan Stanley*
I enjoy working with people having experience in the petroleum industry, both retirees and those preparing for retirement.
- 1999: Amoco Production Company
Multi-discipline team (engineers, economists, geoscientists) evaluations of select areas of Africa, the Middle East and West Texas
See August On the Markets from the Global Investment Committee featuring
• "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.
• "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.
• "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.
Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.
As a Chartered Financial Consultant (ChFC) I will review your whole financial picture to help educate you on decisions that you and your family make concerning appropriate investments, within your risk tolerance, while providing high quality service. To learn more, email me.
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.
Securities Agent: AZ, CA, FL, IL, KS, KY, MS, NM, OK, OR, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Observations and Perspectives From Dennis McConnell CFP, ChFC, CMFC - January 2015