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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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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.

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Latest Insights

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Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025 | RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for cybercriminals.

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