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.


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.

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

What does the Fed-induced selloff mean for the investment outlook?

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

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