First Vice President - Financial Advisor
I strive to provide a high level of value and service to my clients, attempting to educate them so they feel empowered to make sound investment decisions in partnership with me.
I find that in most situations a strategic buy and hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments can be successful when aligned with the appropriate risk tolerance. In addition, I will closely monitor market and economic events to identify short-term opportunities, while always considering tax consequences.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
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