It's time to start your wealth plan


I believe that people are only comfortable with things they understand and professionals they trust. It is my objective to develop a long-term personal relationship with each client and steer them toward the investments that better meet their unique goals.

By focusing on retirement income planning, I help provide asset protection and financial solutions to individual investors and their families. Using my broad-based experience and retirement planning techniques and backed by a professional full-service team, I can help you build and preserve the wealth that can allow you to sleep well at night while living your dreams during the day.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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.  To set up a consultation click Contact .

Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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James and Chris

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