I founded PartnersInWealth in January 2000 after 16 years of studying those who are financially successful and the keys to financial peace of mind. The PartnersInWealth approach was created to provide straightforward, unbiased advice to financially successful households – bringing them peace of mind, security and control in their financial future.
I have more than 30 years of experience in the financial services industry. My career as a financial advisor has spanned across the tax shelter years, numerous changes to the tax code, stock market euphoria and stock market busts. My career also spans a wide variety of people with varied financial challenges, from young couples just starting out to those with established, affluent finances. Of the more than 260 financial plans I have created during that time, some of my clients have been with me since my first six months in the industry.
IN MY WORDS
Clients want to be sure that their families are financially secure given all contingencies and that they are making the right decisions with their money. PartnersInWealth services meet the unique needs of financially successful households. The PersonalCFO serves as a trustworthy, single point of contact that financially successful households can count on.
I fervently believe that financial advice should be given free of all conflicts of interest. When I began my financial advisory firm in the early 1990s, the firm would only accept compensation from clients. No commissions, participation fees or back office support were accepted. This practice continues today.
I make sure we are consistently true to our mission of providing our clients with an enduring financial peace of mind. It’s important to determine strategic priorities, inspire and motivate our team, mentor employees and make sure our services always exceed client expectations.
I was born to be outdoors. Raised in rural upstate New York, I was always playing, working or building something outdoors. Being outside is still important to me today and I fulfill this need mostly through physical fitness activities.
My wife, Susan, and I live in Houston with our two adult children, Ashley and Andrew. Susan is a native Houstonian and retired Registered Nurse. Ashley is a Teach for America program graduate and teaches underprivileged students at Yellowstone Academy here in Houston. Andrew is a Financial Analyst with AON Corporation, also in Houston.
For many years, I’ve managed the Giving Tree at my church, which provides hundreds of needy children with gifts during the holiday season. I have been a member of the Financial Planning Association (FPA) since 1987 and the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization, since 1994. I am also a member of the West University Rotary Club.