My financial career kicked off in 1972, so for over four decades I’ve been involved in the role as financial advisor to many individuals and families. Developing wealth management strategies utilizing Modern Portfolio Theory is my specialty, and I use this guiding discipline for client-based investment recommendations. As a wealth advisor at KMG Fiduciary Partners, I work with our team to implement wealth management strategies for our clients and their families through a consultative process. Working diligently to understand our clients, their goals, objectives, and risk tolerances, we help establish well-defined investment strategies including equities, fixed income and alternative investme