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 Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
May 10, 2022
Social Security: At a glance
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
