Welcome and thank you for visiting my LinkedIn profile. WHO am I? - A husband for 27 years and father for 23. - A Financial Advisor for 32 years. - A community involved citizen. WHAT do I value? - Family - Clients & friends - The outdoors, exercise, the arts. - Simplicity, clarity. - Giving back. WHY does my business exist? - To serve as our clients' advocate. - To help our clients plan for the retirement they want to pursue. - To empower our clients through collaboration and continuous learning. - To help our clients manage their investment capital in a purposeful manner. WHAT is my business focus? Senior-level investment management, consulting and planning solutions for individuals, families, endowments, trusts and employer sponsored retirement plans. Our philosophy and experience allows us to structure investment strategies that are understandable, risk-aware, and flexible. No secrets or complicated algorithms, just transparent portfolios that strive to meet the needs of our clients. Thank you for your investment in time to review my profile. To learn more, click on "SHIFT YOUR THINKING" below. If you're curious how we might be of service to you, we're always available to talk. Call me at 615-312-7130.