1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
Lon joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a founding partner and financial advisor. Lon brings extensive credentials and over 35 years of experience within the wealth management industry to our team.
As a principal and financial advisor, Lon provides investment, wealth management, and consulting services to individuals and families. He believes that becoming financially independent takes hard work and discipline, beginning with the decision to engage in a purposeful process. Lon focuses on clients’ desired outcomes while taking steps to reach their goals.
Outside of work, Lon enjoys spending time with his wife, Mary Ann, and their two children, Megan, and Evan. He squeezes in a round of golf when possible, in pursuit of that round in the 70s. Lon has completed several marathons and looks forward to running more.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...