Senior Vice President - Financial Advisor, Portfolio Director Group
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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
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.
For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.
May 20, 2022
Social Security fundamentals
February 17, 2025
Market week
May 10, 2022
Cyber security - Strategies for staying safe online
