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Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
In 1979, my Dad took a job in the investment business. I was nine at the time and spent evenings and weekends with him at the office which shaped my desire to become an advisor. I began my career in 1992 right here at RBC Wealth Management in Portland, Oregon (OR), moved to Bend, OR in 2004 and I have the opportunity to work in both the Portland and Bend offices traveling regularly between the two. I'm 53 now and have managed investments and relationships through the great boom of the 1990's, the ensuing declines of the internet and real estate bubbles, fantastic recovery of the 2010-2020 bull market and a global pandemic. I absolutely love what I do and hope that my past experiences can add value to my clients over the next 25 years.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
February 7, 2023
Trend & cycle roadmap
When you pursue it smartly, buying a business can be both profitable and enjoyable.