Senior Vice President - Financial Advisor, Senior Consulting Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
