Early on in my career, I lost my father. It was in that moment that I realized just how important it is to have your financial affairs in order, no matter what stage of life you’re in. From insurance plans and trusts to wills and investments, every factor comes in to play when a loved one passes — I’ve experienced it first-hand.
As president of FMG, I’ve made it my mission to help individuals and families of all backgrounds organize and optimize their finances so they can avoid these pitfalls and plan ahead for whatever life may bring. With 32 years of experience as an advisor within the independent, wirehouse and bank channels, I’ve worked for companies such as American Express, Merrill Lynch and U.S. Bank.
These positions — all varying in their specialties and complexities — have provided me with in-depth knowledge and insight into what my clients need, because I myself have been in their shoes.
I’ve worked as an administrator for investment advisors for over fifteen years. As an administrator, my responsibilities are to assist clients in opening brokerage accounts and ensure that the records the broker maintains are current and accurate. I help clients with paperwork that is forwarded to the custodians to manage their accounts. Working with the portfolio managers, we oversee FMG’s fiduciary responsibility to our clients.
Prior to working with investment advisors, I was a house counsel for a small life and health insurance company. Earlier, I served on active duty as a Judge Advocate General (JAG) in the Army performing duties as a criminal defense counsel, regulatory law attorney and as a legal assistance officer. As a legal assistance officer I provided military personnel and their dependents with counsel in a variety of areas of the law including wills and powers of attorney. I have a combined total of 28 years of service on active duty and the reserves in the Army and retired at the rank of Lieutenant Colonel. I have Bachelor of Arts degree in Economics and a Juris Doctor degree.