I would like to help you invest well, realize your life goals and secure your legacy.
I am a highly effective, competent, and ethical investment and wealth professional with over 30 years of experience. I creatively integrate your investments with your life and legacy goals using a holistic approach to enhance the confidence, comfort and well-being of individuals, couples, and families.
In addition to my role with MK-Wealth, I serve as Chief Investment Officer for Wealthcare Capital Management, a $5,000,000,000+ billion wealth advisory firm. I have been providing wealth and investment advice for affluent clients and their advisors for more than 21 years. In addition, I have provided investment and research services to some of the most sophisticated and respected institutional investors, money managers and consultants in the world, including DuPont, Bridgewater Associates, and Willis Towers Watson.
I help people discern what works and what doesn’t in the investment world, and more importantly, what works for them. I help people make wealth better decisions, manage goals in relation to risk, and create and implement a plan to realize their life vision and legacy goals.