Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
To help individual clients and families achieve their financial objectives while building a long-term professional relationship. I provide comprehensive wealth management services including the accumulation, growth, protection and transfer of wealth to future generations. I always act in the best interest of my clients offering advice and customized consultations that foster confidence and peace of mind. Please feel free to contact me to set up an appointment to discuss your financial situation.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
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.
I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 970-206-1174, firstname.lastname@example.org, or fill out the form below to schedule a meeting. I look forward to hearing from you.
For many, responsible investing is about aligning investments with values.
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