Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the 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.
May 7, 2025
Trend & cycle roadmap
The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
