First Vice President - Financial Advisor, Portfolio Director Group
I specialize in helping high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.
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 »
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, please contact me.
August 11, 2025
Market week
April 18, 2023
Daily market view
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
