Strengthening your financial security


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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.

Investment philosophy

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.


Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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

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Latest Insights

Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 | Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Read more