Senior Vice President - Financial Advisor, Senior Portfolio Director
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in 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
Cyber security - Strategies for staying safe online
May 20, 2022
Social Security fundamentals
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global Insight Weekly
AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security.
