My job is to make your life easier and to help solve your problems, whether it's organizing your finances and estate, trying to get a higher monthly income, saving for retirement, or just knowing what not to do with your savings and investments.
Please call or email me and let's chat.
I am manager of PortfolioIA and have worked in the investment industry in sales, management, product development, and operations for over 25 years after starting with Merrill Lynch in NYC. I hold a B.B.A. in economics (Belmont University) and a Masters Degree in liberal arts (Vanderbilt University), series 7, 24, 53, 63, 66 securities licenses, and Life/Heath Insurance licenses. I am a member of the Investment Management Consultants Association and sit on the Investment Company Institute Small Funds Committee in Washington, D.C.
I'm also president and co-founder of 7Twelve Advisors, LLC., an SEC registered investment advisor (not affiliated with PortfolioIA or Silver Oak Securities, Inc.) My research has been published in Advisor Perspectives, Learnbonds.com, Rep., IRIS.xyz and other sources. I have been quoted in CNBC, Barron's, and The Wall Street Journal. I guess I like to talk a lot! I am author of Dollarlogic: A Six-Day Plan to Achieving Higher Returns by Conquering Risk, foreword by Arthur B Laffer, Ph.D. Dollarlogic disproves the belief that Risk = Reward, and shows how to build a more sustainable long-term retirement income.
I am married to Stephanie Martin, RD, who does diabetes research at Vanderbilt. I love jazz music, am a drummer, and an avid reader. My favorite book is An Island to Oneself by Tom Neale. The way that Neale creates an island paradise 200 miles from civilization, by himself, with few resources, for 16 years, will always inspire me.