I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion for individuals, institutions, and retirement plans. I also serve in the same capacity for our digital platform called BrightPlan, which allows investors of any size to plan and save for all your life goals.

I play a key role in developing and communicating Plancorp and BrightPlan’s investment strategy. In addition, I make contributions to The Wall Street Journal and Forbes.

The purpose of this website is to share my perspectives on a wide range of personal finance and investment topics. It is also a one-stop-shop for archiving my media appearances, speaking engagements, videos, etc.


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