Investment Management

Overview

Your investment strategy should reflect how airline pilots earn, save, and retire. High incomes compressed into a career with a defined end date require a different approach than a typical accumulation strategy.

I manage portfolios designed around the realities of airline life — variable pay, career concentration risk, and the critical transition from building wealth to drawing retirement income.

What’s Included

• Portfolio construction — Diversified, evidence-based portfolios tailored to your risk tolerance and timeline
• 401(k) optimization — Maximizing returns within your airline’s available fund options
• Tax-efficient placement — Putting the right investments in the right accounts (taxable, tax-deferred, Roth)
• Ongoing rebalancing — Systematic portfolio maintenance without emotional decision-making
• Transition management — Shifting from growth to income as retirement approaches

Why Work with Me

I don’t sell products or earn commissions on investments. As a fiduciary, my only incentive is growing and protecting your wealth. I use low-cost, institutional-quality strategies — not expensive actively managed funds that eat into your returns.