It's not just your money. It's your life.

Welcome to my website

We have an unwavering concern for the well being of our clients and are dedicated to helping them achieve their financial objectives. We strive to provide the highest level of personalized service. We believe that trust, respect, knowledge, integrity and hard work form the foundation of any long-term relationship.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Global Insight Monthly

GI Monthly

Building on a narrow base

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

Taking the next step

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. Contact me to set up a consultation. 

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Latest Insights

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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