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.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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
Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.
