Senior Vice President - Financial Advisor
I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
If your current life or financial situation has changed, or if you simply have a financial question, feel free contact me.
While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.
July 7, 2025
Market week
