About My Practice
I founded SecondHalf Planning & Investment, LLC to help people make the most of life after 50.
What do you really want out of life and retirement? More time with loved ones? "Reinvent" yourself and continue making a meaningful contribution? Pursue interests that you couldn't get to in your earlier years?
I provide financial guidance tailored to you, identify blind spots, help you get (or stay) financially organized, and then manage your investments and various ongoing financial matters.
The good part? You're free to devote your time and attention to what's most important to you.
I have 27 years in personal and corporate financial management. Before joining the financial services industry in 1999, I worked in such capacities as Accountant, City Manager, Vice President for Business, and Chief Financial Officer.
Registrations, Licenses, Certifications & Affiliations
Life insurance: OR, WA, Health/disability insurance: OR, WA, Fixed annuities: OR, WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CASL®, CLU®
Considerations: Compensation for Financial Planning and Investment Management is always by fee to SecondHalf Planning & Investment, LLC. But I personally maintain licensing for situations where a client may be best served by commissionable sale of an insurance product.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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