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.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
January 9, 2024
Municipal market insight
June 15, 2023
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
