Senior Vice President - Financial Advisor, Senior Portfolio Director Group
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.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the 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
August 25, 2025
Market week
Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.
