Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas. First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio ...more

Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas. First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio positioning; risk and tax-mitigation techniques; to discussing the psychological challenges of the transition to non-work life. I have a passion to help clients handle the transition to retirement well! I enjoy working with physicians; business owners; and widows. I have been a Certified Financial Planner (CFP) helping these types of clients since 1992. I also have extensive experience in the set up and proper operation of corporate retirement plans such as 401(k)s; 403(b)'s; and 457 plans. I have found that by helping plan sponsors and investment committee members to properly understand and discharge their fiduciary duty, it results in less liability for the business owner / plan sponsor while producing better financial wellness outcomes for plan participants. To stay sharp and up-to-date in this space, I maintain a professional designation as an Accredited Investment Fiduciary Analyst (AIFA). I also offer fiduciary training for forward-thinking plan sponsors and investment committees. Over the last several years, I have developed an interest in Artificial Intelligence and better understanding how the digital asset space is re-writing how business is done right before our eyes. As a result, I have a lot in common with many millennials, who view this as an area poised for incredible growth in the years ahead as the old financial infrastructure is rapidly being replaced by blockchain record keeping, DeFi; & DEX's. Hence, I developed my tagline: "Advice for a changing world." I was privileged to be the first financial advisor in the United States to pass DACFP’s certificate program in Blockchain and Digital Assets and I also carry a designation as a Certified Digital Asset Advisor (CDAA) and a Certified in Blockchain and Digital Assets designation (CBDA) from DACFP.less