You work hard, is your money working hard for you?

Philosophy

"No one will care more about your hopes, dreams, and aspirations than me.”

Value statement

I listen to each customer and convert his or her wants, needs and desires into financial goals as part of a specific investment plan. My understanding of their goals is the basis for providing a creative and sound wealth management plan, which I support with a commitment to service and integrity.

Approach

  • Endowment research approach
  • Risk level based on your needs and comfort level
  • Client service focus
  • Complete financial perspective and full service
  • Bond ladders
  • Individual stocks, ETFs and mutual funds
  • 401k plan design review and management

Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

China cityscape

Setting the stage for a sustainable Chinese equity rally

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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