planning

Don’t Just Sit There, Do Something!

Last year, I did something way out of my comfort zone. Against my better judgment, I signed up for an endurance event called Tough Mudder. Designed by British Special Forces to test mental as well as physical strength, participants attempt 10-12 mile long military-style obstacle courses. The event I competed in was in Lake Tahoe […]

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astute advisor

Welcome to The Astute Advisor Blog

Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™ since 2003, I have consulted with and advised a wide array of individuals and businesses. I have always enjoyed the face to face nature of working with clients. However, there is a broader […]

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