Senior Vice President - Financial Advisor, Portfolio Director
A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
Read more in Global Insight Monthly
I develop and implement a disciplined wealth management process to help clients successfully accumulate, protect and transfer their wealth. My 30 years of investment experience provides clients with a unique advantage to be able to navigate through challenging investment times. My clients seek me out for my expertise. They trust me not only to advise them, but to educate them, their families and their legacies in all areas of wealth management.
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It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.
