Customized strategies & attentive service


Welcome to my website

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.


Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

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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Take 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.  To set up a consultation, contact me.

Latest Insights

Shanghai solar panels

Recharging the energy transition?

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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