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


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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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.

Latest Insights

Janet Engels and Tylar Lunke

Audio commentary: The Fed has spoken ... now what?

Sep 28, 2022 | Janet Engels & Tylar Lunke

Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for investors.

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