Advisors often work within a “niche” – providing services to a specific clientele. I particularly enjoy working with retired women looking for professional investment and financial planning expertise, and any other kind people, interested in multi-generational tax and wealth transfer strategies ...more

Advisors often work within a “niche” – providing services to a specific clientele. I particularly enjoy working with retired women looking for professional investment and financial planning expertise, and any other kind people, interested in multi-generational tax and wealth transfer strategies to optimize for their family. Why? These clients can need a fair amount of help, appreciate it, and will likely execute on the plan. I grew up with an especially close relationship with my grandparents, so I tend to gravitate to my elders. The gratitude means a lot to me. So this is a positive feedback loop where I thrive. Helping people when away from my family is the goal, so this is how I can make a high impact. Not having to entertain the latest wild ideas from CNBC helps a lot too. That is draining and usually unproductive. Aside from ongoing planning, I regularly drop whatever I’m doing to help clients during major life events such as illnesses, deaths, career changes, and other difficult circumstances. Those who know me are aware I’m a voracious learner. The best of what I find is often shared in my periodic newsletters. My content also features things beyond current financial insights – you might also see pictures of my family in addition to Ichthyology (I’m a fish nerd!) and some humor. I believe in giving back when I can do so efficiently and with high impact. I enjoy providing pro bono financial planning services. I support and serve enthusiastically on the board of the Let’s Go Fishing with Seniors charity. Along with my financial planning experience, I have the formal education and certifications: > A finance degree from The University of San Diego with a minor in psychology > A Certificate in Financial Planning from Southern Methodist University > A Masters of Security Analysis and Portfolio Management (MSAPM) from Creighton University > I am also a CERTIFIED FINANCIAL PLANNER™ professional Away from the office, I cherish spending time with my wife Allison and our four children. We love boating, fishing, traveling, and mostly just being together. I encourage you to check out some of my articles if you want to learn more about me and what I do. Thanks for taking a look, and I look forward to hearing from you if you think we should talk!less