How I Increase Your Value of Time^®

Throughout my career as an investment advisor, my goal has been to help others make financial decisions with confidence by rendering complex concepts in a clear and understandable way. I see my role as an interpreter, guide, and coach and I get the most satisfaction when I can alleviate the challenge fiduciaries face in being good stewards of the retirement investments of their employees.

My Career Journey

I have worked with investment committees that govern investment programs of all sizes, from thousands to billions in invested assets. In this role, I have helped design and implement investment programs with a broad range of objectives. For decades I have worked to ensure that tens of thousands of employees have high quality investment programs with reasonable costs and easy to understand paths for their implementation and ongoing use.

My Academic Base

What the Value of Time^® Means to Me Personally

I know no greater satisfaction than helping others make sound investment decision with confidence. My ultimate goal is to relieve plan fiduciaries and their employees from the strain of making investment decisions, so they are free to pursue their other priorities and enjoy their lives. Outside of work, I enjoy most cooking, reading, flyfishing, traveling, and spending time with my growing family and friends.

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