NFLPA Registered Player Financial Advisor

Registered Investment Advisor

Clarity · Transparency · Commitment


Professional athletes have unique financial planning needs due to the amount and timing of their earning careers. Athletes with their families should create a financial plan spanning their playing career, transition post playing career and their long term life goals.

Information for educational purposes only.

“Everytime you appoint a new person that’s never had big capital allocation experience it’s like rolling the dice. We are way better off having done it for so long. The decisions blend. The one feature that comes through is the continuous learning.” Charlie Munger

An excellent read is the The Tao of Charlie Munger, by David Clark, which is a compilation of quotes by Mr. Munger. The title is available on