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
- 401k Rollovers
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- 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 March On the Markets from the Global Investment Committee featuring
• "Volatility Can Lead to Opportunity" While higher market volatility is normal at this stage of the recovery, it does not mean the end of the recovery, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Instead, it usually provides opportunities to invest new capital at better prices.
• "Consensus Bulls and Contagious Complacency" Complacency has become a learned behavior in the emerging markets minicrises that have periodically popped up since the summer of 2011, says Adam S. Parker, US equity strategist for Morgan Stanley & Co. But every dip in the S&P 500, says Parker, turned out to be a dip to be bought.
• "Turnin’ Up the Heat" Outsized increases in natural gas prices cut into household spending by an above-trend $34.7 billion, say Morgan Stanley & Co. economists Ellen Zentner and John Abraham. It’s just one of the macroeconomic effects from the cold and snowy weather affecting much of the US.
Plus, look for more on economics, equities, fixed income and alternative investments.