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 Investing & Market Insights for the June On the Markets from the Global Investment Committee featuring
• "Is Sell in May Still in Play?" In each of the past three years, May has been a cruel month for equity investors. This year, it was the safe-haven assets such as global bonds that sold off. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the Global Investment Committee, discusses the implications.
• "Technology: Where the Cash Is" Tech companies are awash in cash, and the sector as a whole holds about a third of the $1.5 trillion now sitting on the balance sheets of nonfinancial companies. That’s attractive to some investors, but large amounts of cash do not necessarily imply an attractive investment opportunity.
• "High Yield Bonds: More Downside Risk Than Upside Potential" The high yield market has defied expectations this year and has done so well that, in our view, these bonds have an unattractive risk/reward ratio.
Plus, look for more on economics, investment grade bonds and alternative investments.
The Free Forever IRASM Add, transfer and/or roll over $100,000 or more to a Morgan Stanley IRA during 2013 and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).