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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.

Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in Global Insight Monthly

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Latest Insights

Crude oil tanker traveling over open ocean

A renewed Middle East conflict

Mar 03, 2026 | The Global Portfolio Advisory Committee

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more