Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Please visit the "About us" tab to learn more about me. I work with successful entrepreneurs and intrapreneurs, helping them become successful investors through the wealth management process.
I actively support Food Bank of the Rockies and the RBC Wealth Management Colorado Scholarship Fund.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
June 15, 2023
Trend & cycle roadmap
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
November 24, 2017
First Trust Commentary