Over twenty years of experience as a fee-only financial advisor helping clients work toward and realize their most important goals and objectives through highly personalized financial planning and investment management services. During my career as a financial professional, I have worked on behalf of individuals and corporations, providing expertise in the areas of financial planning and analysis, commercial banking, commercial real estate lending, credit analysis, investment planning, and portfolio management. More recently, I have been actively involved in all aspects of Bloom Advisors investment policies, security analysis, asset allocation, implementation and portfolio management for a wide range of clients. In addition to my role as investment advisor, I meet regularly with many clients helping them develop income and retirement planning strategies to achieve their specific goals. I also regularly write and contribute to articles and commentary for a variety of in-house newsletters, blogs, and outside publications. I was featured as a financial expert for the Detroit Free Press' "Financial Makeover" series as well as for WXYZ Channel 7 during the market crisis in late 2008 and early 2009. My background is diverse having worked in both Fortune 500 and small business settings. These experiences have helped shape my career and has allowed me to provide high quality advice and solutions to many clients over the years.Relevant skills: Investment management, Monte Carlo modeling (MoneyGuidePro and other programs), Zephyr (StyleAdvisor & AllocationAdvisor), Portfolio Center, Morningstar Office & Direct, security analysis, comprehensive financial planning, and PR (press releases, commentaries, articles, Internet, and television appearances).