Senior PIM Portfolio Manager, Managing Director - Investments
I am focused on helping meet my clients’ goals in retirement.
Together, I help clients prepare for what’s ahead and puts a retirement savings or income plan in place.
Get trusted advice and guidance for the questions that come up, including:
Am I saving enough?
How should I adjust my investment strategy as I approach retirement?
Can I reduce the effects of market volatility as I approach retirement?
When should I transition my retirement savings plan into a retirement income plan?
Are there ways to reduce my taxes and boost my retirement income?
How do I incorporate the effects of inflation on my retirement spending needs?
What are the options and decisions I need to make around Social Security, Medicare, and pensions.
How do I best plan for health care and long-term care expenses?