Senior Vice President - Financial Advisor, Senior Portfolio Director
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.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
Read more in Global Insight Monthly
Are you on the right path to retirement? Contact me for a consultation.
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
February 17, 2026
Market week
After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.
