Ventures
I offer services to smart, future-focused individuals and families who want to prepare for a long life without running out of money. From high earners to those at the beginning of their financial journey, I work with people who want to build a financial plan they can trust—one that doesn’t just survive the market, but adapts to it.
“Predicting rain doesn't
count. Building arks does.”
-Warren Buffet
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Investor’s Advantage Corporation
Proudly serving investors since 1979
Through strategic planning, active portfolio management, and protective diversification, we guide clients through crashes, corrections, and bull markets, helping them make decisions rooted in clarity, not emotion.
Key Areas of Work
Wealth Management & Investment Strategy
We go beyond the “buy and hold” status quo. Our approach is data-driven, actively managed, and designed to limit losses, especially critical for clients drawing income in retirement.
Retirement & Longevity Planning
We build plans that account for a 100-year life. Through estate planning and sustainable withdrawals, we work to help clients’ money last as long as they do——so they can stay prepared, not pressured, in the fourth quarter.
Alternative Investments & Risk Diversification
Through vetted access to private credit, infrastructure, warehousing, and AI-related assets, we offer diversification strategies that many traditional advisors overlook. It’s not just about growing wealth—it’s about maintaining it from unexpected surprises.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Estate Planning
Your legacy deserves more than a generic plan. We help clients pass on wealth with intention—minimizing tax burdens, avoiding legal pitfalls, and ensuring their values live on. From trusts to multi-generational strategies, we make sure your plan seeks to protect more than just your money.
LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Financial Education &
Investor Workshops
I don’t just manage money, I teach people how to think differently about it. Through workshops, webinars, and educational content, I help new generations, retirees, and future-focused investors understand how to avoid the costly mistakes most portfolios can’t recover from.
Whether it’s preparing for market downturns, planning for a 100-year life, or navigating major transitions like retirement or college funding, I give clients the tools they need to make informed decisions, so what they’ve built outlasts them.
Key Topics Covered:
How to build a loss-limiting investment strategy
What a 100-year life means for retirement and estate planning
Preparing for the next crash—without panic
College planning that doesn’t compromise retirement
Making diversification work in today’s volatile economy
Investor’s Advantage
Corporation
I founded Investor’s Advantage Corporation to do what others wouldn’t: help real people hold onto their money, and build wealth through generations. Since 1979, we’ve been building smarter portfolios, teaching financial strategies, and helping clients plan for a future they can count on.
