Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
M Holdings Securities, Inc. 7 years, 5 months Sep 2012 - Present
Atlas Advisory Group, LLC 6 years, 9 months Sep 2012 - Jun 2019
Ubs Investment Bank 7 years Aug 2005 - Aug 2012

Designations & Memberships

  • Certified Long-Term Care
    Designation
    Certified Long-Term Care
    Independent course which is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals for middle-aged clients.

Articles and Answers

Insights by Gregory Dillon

Should I Consider Floating Rate Funds?
Published 2013-08-07 12:58:36
Interest Rates and Unemployment
Published 2013-08-02 08:31:11
Tax Diversification
Published 2013-07-29 12:39:58
Deferred Annuities
Published 2013-07-29 12:29:57
Q2 Review - Outlook for Bonds
Published 2013-07-25 08:39:56
What is Your Cash Costing You?
Published 2013-07-03 14:54:33
Rising Rates and Your Bond Funds
Published 2013-07-03 14:51:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Is it a good idea to invest in my company's stock?
    Your wellbeing is generally already tied to the financial success of your company. You probably receive a salary and bonus from your company. If the firm were to run into financial difficulty not only could you see your compensation decrease, but you might also lose money on your equity investment. ...  (more)
    Answered Jul 2013
    What are the downsides of TIPS?
    In a deflationary environment or an environment with low/flat inflation - with rising rates TIPs and funds that invest in TIPs suffer. TIPs do provide some protection vs. inflation and may have a place in a well-diversified portfolio. TIPs have been hit hard by the recent rise in interest rates. ...  (more)
    Answered Aug 2013
    My insurance agent says their are no fees for the investment products he wants to sell me.  How can he make a living if the products he sells don't have fees?
    One of the most important questions you can ask you advisor relates to how they are compensated. The advisor's compensation may come in the form of commissions (usually the case with insurance products), AUM fees, hourly fees, and a whole host of other arrangements. The client should find this out u...  (more)
    Answered Aug 2013
    What fund(s) would you suggest if I want moderate allocation with approx 60% in stocks and 40% in bonds?
    Hi Tom - There are some great options when it comes to balanced funds - many have been mentioned in response to your question. In the current interest rate environment, it may make sense to look at the TYPES of bonds that comprise the fixed income portion of your portfolio. It is highly likely that ...  (more)
    Answered Sep 2013
    I was told to invest more money in emerging markets. Should I do it?
    Emerging markets certainly have a place in most well diversified portfolios.Your age, risk tolerance, and financial situation will dictate the proper allocation to EM. Stocks and bonds of these countries have characteristics that are unique to the emerging world and thus, many times these instrument...  (more)
    Answered Aug 2013
    How can I buy stocks?
    A discount online brokerage account is usually the most cost medium for buying and selling individual stocks. As others have mentioned, this is process is straightforward and not particularly time consuming. The hard part is selecting individual stocks that will compose the equity portion of your po...  (more)
    Answered Sep 2013
    Time to invest in Apple?
    While Apple is no longer a fantastic growth story, its low price/earnings ratio (under 10) may appeal to value investors. If Apple can continue to grow its user base, particularly in the Emerging Markets, it may be a good long term hold. However, with the China's growth prospects (a large driver of ...  (more)
    Answered Jul 2013
    Should I invest in the stock market or mutual funds?
    A diversified portfolio of stocks through an index fund is a good place for a beginner to gain equity exposure. As others have stated, trying to beat the market through stock selection is generally a losing proposition. Managers all over the globe dedicate their lives to attempting to outperform a b...  (more)
    Answered Jul 2013
    Should both spouses have life insurance coverage?
    Rich has the right idea. Each couple's situation is unique and there are a variety of factors that come into play in arriving at a decision on the amount of life insurance is appropriate for each spouse. Ultimately, the goal of most insurance plans should be to protect the survivor's lifestyle in th...  (more)
    Answered Jul 2013
    Auction rate muni's didn't work as planned. What assures that the market price of ETF's be trade near net asset value?
    One of the advantages of ETFs is that traders can buy and sell these instruments throughout the day. Most mutual funds on the other hand are bought and sold at the funds NAV - determined after the close of the trading day. Due to supply/demand dynamics, ETFs may trade at either a premium or discount...  (more)
    Answered Aug 2013
    Should I invest in gold?
    Many gold bugs echo the sentiments of Chicken Little; constantly proclaiming that the sky is falling. If you are purchasing gold in preparation for an economic doomsday scenario, be sure to buy physical gold. GLD and other ETFs will ultimately be worthless if such a scenario were to materialize. Hav...  (more)
    Answered Aug 2013
    ANy truth to the adage "Sell in May &stay away"?
    I would avoid trying to time the market. Historically, most retail (and institutional) investors are not able to select the most advantageous times to buy and sell. As George has mentioned, being on the sidelines for even ten of the best trading days can have a huge impact on performance. Attempts t...  (more)
    Answered Aug 2013
    How do I find out if Exelon's 401(k) permits partial in service transfers?
    Your HR department - specifically the area that handles employee benefits - should be able to advise whether or not the plan allows in service withdrawals....  (more)
    Answered Jul 2013
    Does value Matter in This Bull Market?
    Over the long-term, fundamentals tend to drive the performance of individual stocks. The phrase "a rising tide lifts all boats" is applicable to many bull markets. The stock of a company that sports a high PE ratio that is not justified by the company's growth prospects can rise to incredible levels...  (more)
    Answered Jul 2013
    How much life insurance do I need?
    A variety of factors go into determining how much life insurance is necessary for you and your spouse. If you are using a life insurance contract as an income replacement tool in the event of your untimely death, then you need to determine the costs that your family will need to absorb if you are no...  (more)
    Answered Jul 2013
    Can funds be drawn from 401k after age 55 for hadship?
    Alex and Curtis are 100% correct. You should speak to your plan administrator, but withdrawing money from your 401(k) prior to retirement should be viewed as a last resort. ...  (more)
    Answered Sep 2013
    Can you short an ETF?
    ETFs can be sold short. However, the illiquid nature of certain ETFs (and some thinly traded stocks) can make shorting them very expensive. Large, liquid ETFs are the best candidates to short if you have a strong view. ...  (more)
    Answered Jul 2013
    Is it worth it to hire a financial advisor?
    Even if you believe that you are capable of constructing your own retirement portfolio and that you have a solid financial plan in place that address all of your goals and potential pitfalls - it may stll make sense to have a planner take a look at your plan. A second set of eyes can be useful in m...  (more)
    Answered Jul 2013
    How do I get my retirement money?
    You may want to try calling CH2M Hill. It appears Veco was aquired in 2007. It is possible that your retirement plan is sitting with the acquirer. ...  (more)
    Answered Jul 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jul 16, 2019
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 5, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      M Holdings Securities, Inc.

      Last updated on April 12, 2019
        • $2.8B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 8K
          Accounts
        • $337.4K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements