Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
You should absolutely have confidence in your financial future where you feel prepared and protected. Through my wealth planning process, I will work with you to align your investment portfolio to meet your specific goals, as well as help mitigate any financial roadblocks that you might encounter. My goal is to be your trusted advisor, as I have the experience and expertise that will allow you to have more freedom, time for family and friends, and ultimately the life that you want and deserve.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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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
November 27, 2023