Senior Vice President - Financial Advisor, Portfolio Director Group
I strive to provide quality advice regarding portfolio construction based on conservative principles.
I am a progressive manager with all of my individual, small business and corporate clients, and I leverage that familiarity to handpick the most appropriate proprietary ideas from both across the firm and from independent thought leaders. In this way, I am able to build and manage customized investment portfolios for my clients and provide them with the personalized services and solutions they need.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.
