SCM Investment Services

Main Street Values, Wall Street Expertise

Main Content

Wondering About Retirement?

Get a free financial health check-up to help you get started.

Discover the difference with

Honest, Personalized Financial Advice

Designed from the ground up with you in mind.


I will guide you with your best interest first and foremost, not sell you products you don't need or understand. These are some of the questions I can help you answer:

  • Am I invested in the right “stuff”?
  • Am I paying too much in taxes? How can I reduce my liability?
  • Are my current advisory fees draining my wealth?
  • Do I have enough money for retirement?
  • Do I need to be investing in anything else?
  • Should I be worrying about things I hear in the news?
  • How much wealth do I need to make work optional?

Gain Peace of Mind With More Clarity and Confidence


Get your free financial health check-up

Why Choose SCM?

Integrity. Transparency. Community.




Independent and
Fiduciary

I started SCM based on integrity and complete transparency. What you see is what you pay. No hidden costs and no commissions. Your best interest always comes first.




Wall Street
Expertise

My approach to investing is shaped by trading capital markets, honed from years of executive experience in finance, and augmented with world class academics.




Data-Driven and
Evidence-Based

My investment philosophy is rooted in financial science and economic theory. I rely on peer-reviewed research, Nobel Prize-winning ideas, and real-world data.

Be Treated Like Family

There are only a handful of fund companies that I trust for my family's financial future. These are the same funds I use for you and your family.

Get your free financial health check-up

Get Ahead With Your Free Assessment


Am I invested in the right "stuff"?


Are my current advisory fees draining my wealth?


Should I be saving my money in a 401k, an IRA, a Roth IRA, or somewhere else?


I can help you implement my recommendations if you want. Or, you can do them on your own or with your existing professional if you so choose. No strings!

Before we work together, let's make sure that we are the right fit.

Make The Most Of Your Financial Journey

Get your free financial health check-up