Garrett is a financial planner in the Financial Consulting Group. He has more than 12 years of experience in the financial services industry. He advises corporate executives, high net worth individuals and families, and business owners. Garrett provides comprehensive financial planning regarding retirement and cash flow, investments, insurance, income tax, stock options, compensation and executive benefits, education and major goal funding, estate planning and charitable giving. Prior to joining the Financial Consulting Group, Garrett was a Client Relationship Manager in the Wealth Management Group helping families of significant wealth meet their unique reporting, investment and technology needs.
Garrett earned his bachelor’s degree from Amherst College. He completed the Certified Financial Planner program at DePaul University, and earned the CFP® designation from the College of Financial Planning in Washington, D.C.
May 2, 2016 - Jim McDonald: We've made two key investment decisions this year – maintaining our equity exposure despite the rough start to the year, and increasing our recommended exposure to emerging market equities. What was the decision process behind these moves?