Our team cares about what is important to you. In a world of impersonalization, we listen and focus on creating solutions that are relevant to your situation. Our strength comes from weaving together our diverse backgrounds to see the world through multiple lenses. We believe the whole is greater than the sum of its parts and we achieve that through collaboration. As we work with you to navigate lifes ups and downs, our core values of family, integrity, reputation, service and knowledge provide the framework for our advice and guidance as we work with you to achieve your hopes and dreams.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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 our approach, we would love to hear from you. To set up a consultation, contact us.
We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
July 21, 2025
Fixed income interest rate market monitor
Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
Senior Vice President - Financial Advisor, Portfolio Director Group
First Vice President - Financial Advisor, Portfolio Director Group
Senior Registered Client Associate
