著者紹介を⾒る
I am a managing director and senior wealth strategist in the Houston office of CIBC Private Wealth Management with over 35 years of industry experience. In this role I am responsible for the development of integrated wealth management solutions and provide comprehensive estate and financial planning services to high net worth clients. With a J.D. and CPA, I am a frequent author of professional papers on the topic of retirement planning. Speaking and educating is also a passion of mine, having appeared at over 100 client events and professional organizations.