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

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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

European flags in front of headquarters

Europe: Filtering out the noise

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.

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