Senior Vice President - Financial Advisor, Portfolio Director Group
I provide financial solutions to individuals, families, and business owners and their employees. I consult on a spectrum of wealth management issues ranging from investments, insurance, retirement planning, education funding, and business succession. This is accomplished through a comprehensive and consultative approach in uncovering my client’s long term objectives and creating a plan to fit those needs. My clients benefit from a high level of service, objective advice and a trusting long-term personal relationship.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Are you on the right path to retirement? Contact me for a consultation.
June 15, 2023
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
January 20, 2025
Market week
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
