Senior Vice President - Financial Advisor, Senior Portfolio Director
I provide exceptional advice and service to my clients which include asset management for individuals, businesses, corporations and nonprofit organizations. Building long term relationships through trust and integrity is my philosophy. I pride myself in educating and advising clients in creating a custom strategy for their long term goals.
My investment philosophy has always been centered around the client with each client being unique. All portfolios are designed with each client’s risk tolerance, time horizon and needs taken into consideration to provide them with a comfortable investment strategy. Ongoing monitoring of each portfolio is imperative for achievement of each clients goals.
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
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 7, 2025
Trend & cycle roadmap
April 18, 2023
Daily market view
September 14, 2026
Market week
After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.
