Use Strategic Thinking to Create the Life You Want
- Harvard Business Review
Seven questions can clarify what really matters to you.
Welcome to the Energy Professionals Advisor. Are You Getting the Most out of Your Retirement Plan?
GET STARTED NOW
Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
Are You Getting the Most out of Your Retirement Plan?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
Stay in the Know
What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Income Tax Key Numbers
- Broadridge Content
Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you would otherwise have to receive from your IRA. Individuals age 70½ and older can make QCDs up to $111,000 (in 2026, $108,000 in 2025).
The ABCs of 529 Plans
- Broadridge Content
A 529 plan is a tax-advantaged education savings vehicle that offers a unique combination of features and benefits.
Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
Send us a message:
Send us a message!
Thank you for your submission!