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.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
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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
April 20, 2026
Market week
Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.
