Senior Vice President - Financial Advisor, Senior Consulting Group
Individuals and their families are my main concern. My mission is to help you achieve and maintain financial security and peace of mind. I accomplish this by providing my clients with a high level of service that meets, and often exceeds, their expectations. Investors benefit from my customized approach to managing their financial assets. I address client's current financial needs while working to achieve their long-term goals.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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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. To set up a consultation, contact me.
May 10, 2022
Social Security: At a glance
September 1, 2023
Trend & cycle: The long view
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.
