Strengthening your financial securitySM

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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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of 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

Janet Engels and Tylar Lunke

Audio commentary: The Fed has spoken ... now what?

Sep 28, 2022 | Janet Engels & Tylar Lunke

Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for investors.

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