The DocOnomics wealth management team is devoted to the following principles:

• Each of our clients has a desired personal comfort zone that encompasses a unique array of financial, health, family and spiritual elements. The goal of our wealth management efforts is to keep our clients within their personal comfort zones for as long as possible.
• We strive to understand each our of client's exposure to and tolerance for financial and investment risk. This is a complex exercise involving macro and micro analysis. At the macro level, we construct models of global trends that will impact our clients at home, in the workplace and in the financial arena. At the micro level, we seek an understanding of where our clients are exposed to various risks and how they are most comfortable in dealing with these risks.
• We dynamically position client assets to capture a range of possible outcomes that may result from specific conditions, events and trends in the US and abroad. This is an ongoing exercise aimed at achieving client goals in areas such as investment management for capital accumulation, physician retirement income planning and family wealth preservation.
• We are fully transparent and accountable to our clients in all aspects of our work and make a special effort to avoid investments that our clients cannot readily understand.
• Mutual trust is paramount to our way of doing business.
• We understand that the strict adherence to our principles has enabled our boutique firm to weather the storms that have severely damaged or destroyed many of our much larger competitors on Wall Street.

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Christopher M. Gregory, ChFC

Since 1976, Mr. Gregory has worked exclusively in the financial services industry. Mr. Gregory’s areas of expertise are in wealth transfer planning, qualified and nonqualified retirement plans and business and personal asset protection planning. Throughout his career, Mr. Gregory has been associated with prominent financial services firms and is highly experienced in the insurance sector.

Mr. Gregory possesses unique insights into the challenges and demands that are faced by physicians and is conversant in the technical language of medicine. Prior to launching his career in financial services, Mr. Gregory served as a research associate at a National Institutes of Health facility in Milwaukee, WI.

During his career, Mr. Gregory has done high-level financial planning for physicians and devotes many hours each week to maintaining dialogues with many of the nation's leading academic experts on financial planning economics, regulations, strategies and techniques.

Mr. Gregory has earned the professional Chartered Financial Consultant and Chartered Life Underwriter designations from The American College. He received his undergraduate degree from Marquette University. Mr. Gregory has resided in the Dallas/Fort Worth area since 1989. Mr. Gregory's original hometown is Chicago, IL.

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Robert I. Kramer, M.D.

From 1960-92, Dr. Kramer was one of the most prominent pediatric physicians in the Dallas/Fort Worth area. Today, he is a leading advocate for the return of important healthcare decisions to the physician and patient.

Since his retirement from full-time practice, Dr. Kramer has held a number of professional posts including Chief of Pediatrics/Co-Medical Director of the Pediatric Center for Restorative Care at the Baylor University Medical Center and Medical Director for the Integrated Clinical Management Division of Coopers & Lybrand's Integrated Health Care Consulting Practice. Dr. Kramer was the Founder/Past President of the Society for Ear Nose and Throat Advances in Children and is a fellow of the American Academy of Pediatrics and diplomate of the American Board of Pediatrics. In addition, Dr. Kramer was the founding Medical Director of the Cystic Fibrosis Care and Research Center at UT Southwestern/Children's Hospital in Dallas.

Dr. Kramer consults for a number of biotechnology start-up companies. Dr. Kramer serves on the Boards of the Texas Healthcare and Bioscience Institute, The Aarmedis Corporation at Johns Hopkins Medical School and Potomac Bioscience Venture Fund, where he also is Chairman of its Scientific Advisory Committee. In addition, Dr. Kramer is the Senior Medical Advisor to the North Texas Biotechnology Incubator.

Dr. Kramer earned a BA degree with honors from Brown University and his MD from Tufts University. Dr. Kramer did post-graduate fellowship work at Yale and UT Southwestern and also holds an Executive MBA from the Harvard University Business School. Dr. Kramer has resided in the Dallas/Fort Worth area since 1960. His original hometown is Providence, RI.

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