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
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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 January On the Markets from the Global Investment Committee featuring
• "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.
• "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.
• "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.
• Plus, look for more on US and global equities, fixed income investments, commodities and real estate.
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