I've worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, I managed global total return investment portfolios under the “investing without borders” style. In 1984, I formed the Financial & Investment Management Group, Ltd. (FIM Group), a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations, and retirement plans. I currently serve as the company’s President and Chief Investment Officer—all while wearing flip flops and clothing made by those I have met traveling.
I feel honored that my passion for sustainable investing allowed me to connect with countless people in Northern Michigan and throughout the world.
My dedication and success with FIM Group broadened my horizons and let me explore the financial world in more untraditional ways.
My career broadened as I added numerous financial planning and money management books to my portfolio. I've also supplied individuals and corporations across the United States with advice on estate and tax planning, retirement, and investment management.
Today, I spend my time in Kampala, Uganda with my family. I've been helping entrepreneurs, schools, and teachers, guest lecturing at universities, designing toys, and giving seminars. I am also finding enjoyment in writing children's books and advocating for early childhood education.
Education & Certifications:
M.B.A. from Lake Superior State University, Certified Financial Planner™, College of Financial Planning’s Advanced Studies Course: Investment Strategies and Portfolio Management
The Wall Street Journal
The Wall Street Transcript
Investors Business Daily (IBD)
Spirituality & Health