Senior Vice President - Financial Advisor, Senior Consulting Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
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
Cyber security - Strategies for staying safe online
May 20, 2022
Social Security fundamentals
May 12, 2021
Trend & cycle roadmap
March 18, 2021
Global insight weekly
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.