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Value statement

I have the utmost respect for the assets entrusted to me and recognize that they often represent the financial measure of a client’s lifetime. Committed, passionate and professional, I utilize a team-based approach, offering their individualized areas of expertise to each client while also working seamlessly with a client’s accountants, estate planning attorneys and other outside professionals to maximize resources. Their sole objective is to help create an individualized wealth management plan that provides income in the present and security in the future—for this generation and beyond.

Solutions

To help accomplish your objectives, I offer a wide range of financial solutions:

  • Investment management consulting and advisory/fee-based accounts
  • Fixed income products
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Insurance services

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
 

Contact us today to set up a meeting at (888) 524-7412.

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Latest Insights

Coronavirus contagion: Implications for the economy and stock market

Feb 24, 2020 | Kelly Bogdanova

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

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Latest Insights

Are things good enough to deliver stock market gains in 2020?

Feb 21, 2020 | Frédérique Carrier

The earnings season isn’t exactly setting the world on fire. But we sift through the clues that lead us to believe equities will see modest gains.

Read more