The best returns are more than financial


Value statement

With a goal of building a customized, personal investment partnership with each client, I provide wealth management and retirement planning to individuals, families and organizations.


Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation. 

Latest Insights

Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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