Welcome

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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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.  To set up a consultation, please contact me.

Latest Insights

Woman walking in varied terrain

An evolving market landscape

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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