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Welcome

I work with individuals, families, business owners and foundations to create, preserve, and transfer their wealth. These client relationships are built on knowledge, trust, and respect.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Taking the next step

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. Contact me to set up a consultation. 

Latest Insights

What does the Fed-induced selloff mean for the investment outlook?

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

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