Senior Vice President - Financial Advisor, Senior Portfolio Manager
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.
