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.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
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
March 18, 2021
Trend & cycle: The long view
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.