Senior Vice President - Financial Advisor, Senior Consulting Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. 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 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.
