Helping you reach your financial goals


My custom approach

My mission is to help create financial security and peace of mind for individuals and their families. I strive to determine my clients’ specific investment needs by customizing a wealth management plan to meet their financial goals. Having a primary financial advisor helps to streamline investment planning.  I endeavor to provide the exceptional service that is demanded in today’s fast paced world. My ultimate goal is to maintain the highest level of trust and integrity as I enable my clients to achieve their long-term financial objectives.


Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

A strategy to stay focused

As markets continue to test the resolve of long-term investors, a look back at a similar period in history is a valuable reminder of the benefits of sticking to a long-term plan.


Expertise you can trust

Please contact me to set up an appointment to discuss your financial goals.

My Team

image of Carl Hinds

Carl Hinds

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Emily Schoettler

Registered Client Associate

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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