Decision Tree Advisor

Friends, Family and Colleagues,

 

I am excited to announce my new firm Decision Tree Advisor, a Registered Investment Adviser!  My firm will provide financial planning on all things connected to personal finance. This endeavor has been several years in the making and reflects my enthusiasm for helping others reach their full financial potential.

 

After leaving Invesco, which was shortly followed by the pandemic, every aspect of our family’s finances came into sharp focus.  Although I was already taking care of our family finances for the future, I never really viewed it as a plan.  I merely checked off each item, not realizing this was actually the genesis of a financial plan.  It wasn’t until the pandemic and going back to school that I realized how interconnected all those items were to our overall financial picture.  This realization helped crystalize what I wanted to do for my next chapter.  

 

Let’s chat about how we can make your unique plan for the future.

 

You can find more information about Decision Tree Advisor at www.decisiontreeadvisor.com

 

For updates, news and commentary subscribe at https://www.decisiontreeadvisor.com/subscribe

 

Sincerely,

 

David Bass

Founder, CEO