Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I work with successful individuals and families to help assure peace of mind. As a financial advisor, I believe it is essential to act as an educator, counselor, financial planner, and portfolio manager. My comprehensive wealth management system encompasses all aspects of where you are today and where you'd like to be, because it's about you, and not just about your money.
I believe in a straightforward and disciplined approach to investing. One that is balanced, low cost, and tax-efficient, while continually seeking to improve.
I believe the right mix of high-quality stocks, bonds, and cash alternatives will help you reach your goals with as little risk as possible. Furthermore, by employing strategies with the least amount of cost, including tax consequences, we have a higher chance of your success.
I also believe it is imperative to continually research and evaluate, striving to ensure we are investing in the best available option.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
May 10, 2022
Social Security: At a glance
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
