What I Do: Since 1987, I have been providing affluent families' financial advice designed to grow, preserve and transfer wealth. Professionally, I Help Investors Answer 3 Questions: 1. How can I measure the probability of my portfolio's reaching my personal financial goals? 2. What are the risks my current portfolio is vulnerable to? 3. Where can I invest to navigate today's economic change and use it to my advantage? Connect With Me For: - Goals-based wealth management - Retirement accumulation & income planning strategies - Executing philanthropic or legacy goals - Portfolio risk analysis Professional Highlights: - 34 years of experience provides a unique perspective on wealth management - Serving a select group of clients across 15 states. Getting to Know Me: I enjoy playing & coaching ice hockey; vintage automobiles; travel; family history; writing & reading. I have four children and live in Mesa with my wife Juli.