Senior Vice President - Branch Director - Senior Portfolio Manager - Portfolio Focus
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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.
The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
January 9, 2024
Municipal market insight
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
