I provide comprehensive wealth management services through Waddell & Reed.  My practice is anchored in financial planning with a focus on investments, retirement planning, estate planning,  risk management, intergenerational issues and business owners. I have experience with fossil free or impact investing, estate planning and the unique challenges and opportunities of  business owners.

See "About Us" "Background and Experience" for more about my background. I received my MBA from Stanford, and have spent most of my career in finance.  I have served as CFO of public comanies, private ventures and non profits.  I am passionate about my family, the environment and the outdoors.  I read economics and history for recreation! (What a geek.)

Quote of the month (From Paul Andreassen):

"Paying close attention to financial news can lead investors to trade too much and to earn lower returns than those who tune out the news."

​Andreassen was a psychiatrist whose innovative experiments in the late 1980's demonstrated that investors who pay too much attention to the news tend to trade too often and get a lower return.   Action bias is one of the most important reason why individual investors have historically underperformed the market.  I feel it is particularly timely to reflect on in the light of the many uncertainties we are facing today.  For a more detailed perspective on today's markets, see my monthly market commentaries.

Past  investment quotes are summarized in Financial Perspectives.  There is also a recent article on "Social Security and Investments for the Modest Wealth Investor"

Under "Resources" you will find a variety of articles on a range of topics and a variety of calculators you may find useful. 

Calculators