Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
While the landscape may differ from location to location, the people I serve share many similarities. They are family-oriented and civic-minded. They work hard and are careful with the wealth they have accumulated. They are down-to-earth and insist on honest, straightforward business relationships and recommendations. They go the extra mile to do a job right — and expect their financial advisors to do the same for them. I share these values with my clients. I view it as my job to help your family accomplish their financial goals, so they can focus on growing more than wealth. Perhaps these are reasons why my clients choose me over other financial advisors.
The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.
If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.
September 3, 2020
October 20, 2017
Wills, Probate, and Estate Settlement
August 19, 2019
Market volatility: It’s a mad, mad world
August 30, 2019
Is the trade war the prelude to the main event?