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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
November 24, 2017
First Trust Commentary