Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am your "link" to all of the following that can help you:
After 40+ years in the financial markets, I use my knowledge of the financial markets and all of the resources available to assist clients with making prudent decisions for long-term financial success. I strive to help my clients grow, manage and protect their assets and I am committed to trying to make a powerful Positive difference in my clients' lives, by helping them make their personal, family and business dreams a reality. The trust and confidence of my clients is my most treasured asset and I look forward to earning yours. There are alternatives many of which might help you so let's explore them together.
Contact me and tell me how I can help. Unlike an accountant or attorney, the time you spend with me is free.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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, contact me.
December 14, 2017
Cryptocurrency and blockchain: Ready for prime time?
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.
