Leaving your job?
Move Your 401(k), 403(b), or 457(b) Without The Headache.
Switching jobs is stressful enough. Let’s take the paperwork off your plate, optimize your company stock, and build a clear plan so you can step into your next chapter knowing your savings are secure.
A Better Way to Manage Your Job Change
Advice to take the stress, paperwork, and guesswork out of moving your retirement savings.
Old retirement plans get left behind for one reason: dealing with the paperwork is a headache.
You don’t have to do the heavy lifting. I take the forms off your plate, move your money straight into your new account, and sort through company stock, steering you clear of surprise tax bills and costly mistakes.
A plan you never look at won't help you. Off-the-shelf plans fail because life moves too fast.
Investments that keep pace with you. Whether you land a new role, see a bump in pay, or rethink what comes next, your plan stays fresh. You get seasoned, careful portfolio management that stays locked on what matters most to you.
Most people don't leave an advisor over returns. They leave because their calls go unanswered.
Always a direct line to me. As an independent advisor, I keep my client list small so you always have my full attention. You get regular check-ins, honest talk, and quick answers when you have to make a big move.
Financial decisions are never just about numbers on a spreadsheet. They are about your life, your family, and your peace of mind.
I founded my independent practice to give clients the focused, conflict-free advice they deserve. As an independent advisor and Chartered Financial Analyst® (CFA®) charterholder, I combine seasoned investment skill with a direct, personal touch. When you work with me, you work directly with me. You will never be routed to an assistant or call center.
When I’m not analyzing markets or helping clients, I’m at home in Bellevue, Kentucky, with my wife, Alicia, an adjunct psychology professor, and our cat, Gizmo. I’m also the proud father of two grown daughters—Dagny, an elementary school music teacher, and Harper, a middle school English teacher.
Life is built around milestones and changes. My goal is to make sure your financial foundation gives you the freedom to enjoy every one of them.
“If you hire investment professionals with a CFA, you absolutely have confidence at the level of qualification.”
- Jenny Johnson, CEO/President, Franklin Templeton
Step 1:
15-Minute Introductory Call
We’ll have a brief, no-obligation conversation to discuss your career transition, review your current plan options, and see if we are a good mutual fit.
A Clear, 4-Step Path to Retirement Clarity
We handle the heavy lifting, eliminate surprise tax hits, and build a strategy that evolves with you.
Step 2:
The Transition & Rollover Blueprint
If we move forward, we evaluate your old 401(k)/403(b), company stock, and distribution strategies to build a seamless roadmap that avoids surprise penalties and unnecessary taxes.
Step 3:
Direct, Fiduciary Execution
We coordinate the paperwork directly and establish an adaptable, long-term portfolio backed by disciplined CFA® analysis—with clear communication every step of the way.
Step 4:
Ongoing Partnership & Communication
We don’t execute a transaction and disappear. As your life, career, and markets evolve, you get proactive, scheduled reviews, quick direct answers from me (not a call center), and continuous portfolio oversight—so you never feel left in the dark.