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. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Don’t wait until you have your financial papers, stock certificates or accounts “in order,” let me do the work for you and put you on the path to your financial future. Give me a call or email me today to get started.
- Financial Planning
- Professional Portfolio Management
- Retirement Planning
- 401(k) Rollovers
- Education Planning
- Corporate Retirement Plans
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Wealth Management
- The University of Kansas Masters of Business Administration - MBA
- Emporia State University BS Business Administration
- Present: Morgan Stanley Wealth Management
- 2011: Oxford Creek Capital Managment
Portfolio Manager of Separately Managed Account for Institutional Investors based on accelerating growth
- 2007: American Century Investments
Portfolio Manager Venture Capital Quatitative portfolio analysis and construction
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
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.
Securities Agent: AZ, CA, CO, FL, GA, IA, KS, MI, MO, NE, OK, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures