Senior Vice President - Financial Advisor, Consulting 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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear 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
August 26, 2024
Market week
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.