Broker Check
 
Focus, simplicity, think differently. Think boundlessly, work purposefully, live passionately. You can’t predict. You can prepare. If I am through learning, I am through.
 

What is the origin of White Blaze?

Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.

We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.

Financial Planning

Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.

Learn More

Investment Management

The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.

 

Learn More

Latest News

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

Learn More

Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How Income Taxes Work

A quick look at how federal income taxes work.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

View all calculators arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

View all videos arrow